+1,248.1%
MU vs SOXX
+241.4%
+1,006.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -1.7% |
| 7D | +2.0% | +3.0% | -1.0% | -1.3% |
| 30D | +12.5% | -3.1% | +15.7% | +17.1% |
| 3M | +9.6% | -4.4% | +14.0% | +19.7% |
| 6M | +142.6% | +52.9% | +89.7% | +62.8% |
| YTD | +242.7% | +72.0% | +170.6% | +106.2% |
| 1Y | +599.3% | +105.1% | +494.2% | +256.6% |
| 3Y | +1,308.3% | +220.6% | +1,087.7% | +386.9% |
| All | +1,248.1% | +241.4% | +1,006.8% | +341.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling