-48.3%
MUZ vs SOXQ
-22.2%
-26.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -3.1% | +17.3% | +5.7% |
| 7D | +47.2% | -12.1% | +59.3% | +6.7% |
| 30D | +57.1% | -22.0% | +79.1% | -15.6% |
| 3M | -5.3% | -15.6% | +10.3% | -31.9% |
| All | -48.3% | -22.2% | -26.1% | -44.7% |
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 · Available span rolling