-91.6%
SOXS vs MUU
+478.9%
-570.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -14.0% | +22.8% | -1.2% |
| 7D | +46.7% | -35.9% | +82.5% | +12.4% |
| 30D | +97.0% | -47.1% | +144.1% | +42.1% |
| 3M | +39.5% | -29.8% | +69.4% | +35.4% |
| 6M | -54.9% | +16.0% | -71.0% | +25.4% |
| YTD | -90.4% | +286.1% | -376.5% | -24.6% |
| 1Y | -91.6% | +504.3% | -596.0% | -1.5% |
| All | -91.6% | +478.9% | -570.5% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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