+265.1%
MU vs SOXX
+50.4%
+214.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.1% | -3.9% | -2.6% |
| 7D | -19.1% | -13.7% | -5.4% | -0.8% |
| 30D | -25.2% | -23.6% | -1.6% | +9.1% |
| 3M | -10.9% | -16.9% | +6.0% | +14.5% |
| 6M | +38.0% | -2.4% | +40.4% | +44.9% |
| YTD | +178.8% | +49.8% | +129.0% | +50.0% |
| 1Y | +265.1% | +52.5% | +212.6% | +92.6% |
| All | +265.1% | +50.4% | +214.7% | +92.6% |
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