+1,214.0%
MU vs SOXQ
+283.8%
+930.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.7% | +2.3% |
| 7D | +9.0% | +2.3% | +6.6% | +6.3% |
| 30D | +13.8% | -2.3% | +16.1% | +16.9% |
| 3M | +2.1% | -13.8% | +15.8% | +25.6% |
| 6M | +153.8% | +48.6% | +105.2% | +77.1% |
| YTD | +256.4% | +66.0% | +190.4% | +124.3% |
| 1Y | +719.8% | +107.9% | +611.9% | +317.1% |
| 3Y | +1,360.4% | +224.1% | +1,136.2% | +405.6% |
| 5Y | +1,312.4% | +256.6% | +1,055.8% | +345.8% |
| All | +1,214.0% | +283.8% | +930.2% | +294.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling