+906.2%
MU vs SOXQ
+231.9%
+674.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +0.9% | +1.5% |
| 7D | +12.8% | +8.2% | +4.6% | +3.3% |
| 30D | -14.9% | -13.2% | -1.7% | +1.1% |
| 3M | -18.0% | -18.5% | +0.5% | +4.7% |
| 6M | -3.1% | -15.4% | +12.3% | +24.7% |
| YTD | +172.9% | +43.6% | +129.3% | +104.6% |
| 1Y | +228.8% | +49.2% | +179.6% | +139.0% |
| 3Y | +950.8% | +190.2% | +760.6% | +321.3% |
| 5Y | +931.3% | +178.2% | +753.1% | +324.1% |
| All | +906.2% | +231.9% | +674.2% | +259.9% |
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