+265.1%
MU vs SOXS
-91.4%
+356.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.8% | -15.8% | -2.9% |
| 7D | -19.1% | +46.7% | -65.8% | -0.8% |
| 30D | -25.2% | +97.0% | -122.2% | +9.7% |
| 3M | -10.9% | +39.5% | -50.4% | +16.9% |
| 6M | +38.0% | -54.9% | +92.9% | +50.5% |
| YTD | +178.8% | -90.4% | +269.2% | +59.2% |
| 1Y | +265.1% | -91.6% | +356.8% | +106.1% |
| All | +265.1% | -91.4% | +356.5% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 SOXS 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