+719.8%
MU vs SOXX
+117.6%
+602.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +1.0% |
| 7D | +9.0% | +2.2% | +6.8% | +5.7% |
| 30D | +13.8% | -2.0% | +15.9% | +17.3% |
| 3M | +2.1% | -13.7% | +15.8% | +29.7% |
| 6M | +153.8% | +52.4% | +101.4% | +42.3% |
| YTD | +256.4% | +72.8% | +183.6% | +67.2% |
| 1Y | +719.8% | +113.9% | +605.9% | +172.1% |
| All | +719.8% | +117.6% | +602.2% | +172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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