+504.3%
MUU vs SOXQ
+45.5%
+458.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.1% | -10.9% | -5.1% |
| 7D | -35.9% | -12.1% | -23.8% | -6.2% |
| 30D | -47.1% | -22.0% | -25.1% | +11.0% |
| 3M | -29.8% | -15.6% | -14.3% | +17.0% |
| 6M | +16.0% | -2.4% | +18.4% | +73.3% |
| YTD | +286.1% | +45.4% | +240.7% | +87.2% |
| 1Y | +504.3% | +47.7% | +456.6% | +197.1% |
| All | +504.3% | +45.5% | +458.9% | +197.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling