-99.8%
SOXS vs MUU
+3,255.9%
-3,355.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +11.6% | -21.8% | -1.1% |
| 7D | -7.0% | +17.4% | -24.4% | +6.9% |
| 30D | +2.8% | +24.0% | -21.2% | +28.8% |
| 3M | -9.8% | -23.9% | +14.0% | +53.2% |
| 6M | -99.2% | +284.4% | -383.6% | -73.2% |
| YTD | -99.5% | +583.7% | -683.2% | -73.0% |
| 1Y | -99.8% | +2,981.5% | -3,081.3% | -72.8% |
| All | -99.8% | +3,255.9% | -3,355.7% | -72.8% |
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