+1.1%
MUB vs SOXQ
+286.7%
-285.6%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.4% |
| 7D | -0.8% | +0.8% | -1.6% | -0.8% |
| 30D | -2.4% | -4.6% | +2.2% | -2.3% |
| 3M | -2.8% | -10.2% | +7.3% | -2.7% |
| 6M | -2.2% | +49.7% | -51.9% | -3.0% |
| YTD | -1.6% | +67.2% | -68.8% | -2.6% |
| 1Y | 0.0% | +98.0% | -98.0% | -1.3% |
| 3Y | +7.9% | +237.2% | -229.3% | +4.8% |
| 5Y | +1.2% | +261.3% | -260.1% | -2.4% |
| All | +1.1% | +286.7% | -285.6% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling