+123.8%
SOXX vs MUU
+2,520.2%
-2,396.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.3% | +6.6% | -0.5% |
| 7D | +3.0% | +3.6% | -0.5% | +1.9% |
| 30D | -3.1% | +22.3% | -25.5% | -8.5% |
| 3M | -4.4% | -8.2% | +3.8% | -9.1% |
| 6M | +52.9% | +256.3% | -203.5% | -1.9% |
| YTD | +72.0% | +534.4% | -462.4% | -7.5% |
| 1Y | +105.1% | +2,163.5% | -2,058.4% | -24.6% |
| All | +123.8% | +2,520.2% | -2,396.5% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling