+1,346.4%
MU vs SOXQ
+269.0%
+1,077.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.3% |
| 7D | +7.5% | +5.2% | +2.3% | +1.4% |
| 30D | +19.4% | -0.5% | +19.9% | +20.3% |
| 3M | +9.8% | -5.6% | +15.5% | +21.6% |
| 6M | +164.1% | +53.0% | +111.1% | +77.9% |
| YTD | +260.3% | +68.8% | +191.5% | +122.2% |
| 1Y | +661.2% | +105.7% | +555.4% | +289.6% |
| 3Y | +1,380.8% | +240.5% | +1,140.4% | +387.3% |
| 5Y | +1,346.4% | +266.8% | +1,079.6% | +345.6% |
| All | +1,346.4% | +269.0% | +1,077.4% | +345.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling