+1,384.0%
MU vs SOXS
-100.0%
+1,484.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +2.0% |
| 7D | +7.5% | -16.6% | +24.1% | +0.7% |
| 30D | +19.4% | -4.4% | +23.7% | +19.8% |
| 3M | +9.8% | -26.2% | +36.1% | +23.2% |
| 6M | +164.1% | -99.3% | +263.4% | +24.4% |
| YTD | +260.3% | -99.5% | +359.8% | +52.7% |
| 1Y | +661.2% | -99.8% | +761.0% | +166.1% |
| All | +1,384.0% | -100.0% | +1,484.0% | +303.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling