-99.9%
SOXS vs MUU
+2,491.4%
-2,591.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -6.4% |
| 7D | -4.7% | -8.2% | +3.5% | -10.4% |
| 30D | +7.7% | +10.2% | -2.4% | +23.0% |
| 3M | -10.2% | -26.5% | +16.4% | +27.5% |
| 6M | -99.2% | +227.2% | -326.4% | -73.3% |
| YTD | -99.5% | +527.4% | -626.9% | -68.2% |
| 1Y | -99.8% | +1,843.7% | -1,943.4% | -50.2% |
| All | -99.9% | +2,491.4% | -2,591.3% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling