+228.8%
MU vs SOXS
-92.6%
+321.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +11.1% | -13.6% | +2.6% |
| 7D | +12.8% | -28.4% | +41.2% | -0.3% |
| 30D | -14.9% | +19.4% | -34.3% | +5.9% |
| 3M | -18.0% | +28.2% | -46.2% | +12.0% |
| 6M | -3.1% | -37.7% | +34.6% | +29.8% |
| YTD | +172.9% | -91.6% | +264.5% | +57.7% |
| 1Y | +228.8% | -93.1% | +321.9% | +79.7% |
| All | +228.8% | -92.6% | +321.5% | +79.7% |
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