+1,311.3%
MU vs SOXX
+216.6%
+1,094.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -1.4% |
| 7D | +2.0% | +3.0% | -1.0% | -1.7% |
| 30D | +12.5% | -3.1% | +15.7% | +17.5% |
| 3M | +9.6% | -4.4% | +14.0% | +19.9% |
| 6M | +142.6% | +52.9% | +89.7% | +53.3% |
| YTD | +242.7% | +72.0% | +170.6% | +91.4% |
| 1Y | +599.3% | +105.1% | +494.2% | +224.5% |
| All | +1,311.3% | +216.6% | +1,094.7% | +354.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling