+1,160.6%
MU vs SOXQ
+286.7%
+873.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -2.3% |
| 7D | -4.1% | +0.8% | -4.8% | -4.9% |
| 30D | +7.0% | -4.6% | +11.6% | +13.1% |
| 3M | -2.1% | -10.2% | +8.1% | +14.2% |
| 6M | +133.1% | +49.7% | +83.4% | +61.0% |
| YTD | +241.9% | +67.2% | +174.7% | +113.3% |
| 1Y | +548.8% | +98.0% | +450.7% | +246.1% |
| 3Y | +1,308.2% | +237.2% | +1,071.0% | +369.4% |
| 5Y | +1,260.7% | +261.3% | +999.4% | +323.5% |
| All | +1,160.6% | +286.7% | +873.9% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling