+4,407.5%
MU vs SOXS
-100.0%
+4,507.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +11.1% | -13.6% | +1.8% |
| 7D | +12.8% | -28.4% | +41.2% | +1.9% |
| 30D | -14.9% | +19.4% | -34.3% | +2.6% |
| 3M | -18.0% | +28.2% | -46.2% | +6.9% |
| 6M | -3.1% | -37.7% | +34.6% | +28.0% |
| YTD | +172.9% | -91.6% | +264.5% | +99.3% |
| 1Y | +228.8% | -93.1% | +321.9% | +132.6% |
| 3Y | +950.8% | -99.7% | +1,050.5% | +353.0% |
| 5Y | +931.3% | -99.9% | +1,031.2% | +377.1% |
| All | +4,407.5% | -100.0% | +4,507.5% | +186.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling