+52.5%
SOXX vs MUU
+478.9%
-426.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -14.0% | +10.9% | +0.2% |
| 7D | -13.7% | -35.9% | +22.2% | -4.6% |
| 30D | -23.6% | -47.1% | +23.5% | -12.3% |
| 3M | -16.9% | -29.8% | +13.0% | -11.6% |
| 6M | -2.4% | +16.0% | -18.4% | -13.2% |
| YTD | +49.8% | +286.1% | -236.3% | -0.5% |
| 1Y | +52.5% | +504.3% | -451.8% | -9.6% |
| All | +52.5% | +478.9% | -426.4% | -9.6% |
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