+2,601.8%
MU vs SOXX
+2,588.3%
+13.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.0% |
| 7D | +7.5% | +6.1% | +1.4% | +0.3% |
| 30D | +19.4% | +0.5% | +18.9% | +18.9% |
| 3M | +9.8% | -5.3% | +15.2% | +21.2% |
| 6M | +164.1% | +58.3% | +105.8% | +64.4% |
| YTD | +260.3% | +76.8% | +183.5% | +100.5% |
| 1Y | +661.2% | +114.6% | +546.6% | +244.9% |
| 3Y | +1,380.8% | +229.6% | +1,151.2% | +318.4% |
| 5Y | +1,346.4% | +257.3% | +1,089.1% | +255.6% |
| 10Y | +6,169.9% | +1,583.2% | +4,586.7% | +164.2% |
| All | +2,601.8% | +2,588.3% | +13.5% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling