+8,045.7%
MU vs SOXL
+9,884.5%
-1,838.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -11.0% | +8.5% | +2.1% |
| 7D | +12.8% | +26.9% | -14.1% | +1.1% |
| 30D | -14.9% | -47.2% | +32.4% | +3.8% |
| 3M | -18.0% | -59.9% | +41.8% | +8.7% |
| 6M | -3.1% | -68.3% | +65.2% | +30.9% |
| YTD | +172.9% | +38.8% | +134.0% | +91.6% |
| 1Y | +228.8% | +48.8% | +180.0% | +122.8% |
| 3Y | +950.8% | +196.5% | +754.3% | +300.5% |
| 5Y | +931.3% | -5.0% | +936.3% | +327.7% |
| 10Y | +4,417.7% | +1,914.5% | +2,503.2% | +134.9% |
| All | +8,045.7% | +9,884.5% | -1,838.8% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXL.
Daily Out/Under-Performance
Portfolio return minus SOXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SOXL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling