+548.8%
MU vs SOXQ
+98.3%
+450.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -2.8% |
| 7D | -4.1% | +0.8% | -4.8% | -5.2% |
| 30D | +7.0% | -4.6% | +11.6% | +14.7% |
| 3M | -2.1% | -10.2% | +8.1% | +17.2% |
| 6M | +133.1% | +49.7% | +83.4% | +35.4% |
| YTD | +241.9% | +67.2% | +174.7% | +70.7% |
| 1Y | +548.8% | +98.0% | +450.7% | +157.6% |
| All | +548.8% | +98.3% | +450.4% | +157.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling