+228.8%
MU vs SOXQ
+45.6%
+183.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +0.9% | +2.4% |
| 7D | +12.8% | +8.2% | +4.6% | +0.9% |
| 30D | -14.9% | -13.2% | -1.7% | +4.9% |
| 3M | -18.0% | -18.5% | +0.5% | +10.4% |
| 6M | -3.1% | -15.4% | +12.3% | +26.8% |
| YTD | +172.9% | +43.6% | +129.3% | +60.0% |
| 1Y | +228.8% | +49.2% | +179.6% | +81.6% |
| All | +228.8% | +45.6% | +183.3% | +81.6% |
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