+257.8%
AMAT vs SOXQ
+290.2%
-32.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.2% |
| 7D | +6.9% | +5.2% | +1.7% | +1.3% |
| 30D | -10.1% | -0.5% | -9.6% | -9.6% |
| 3M | -6.0% | -5.6% | -0.4% | +1.7% |
| 6M | +38.6% | +53.0% | -14.4% | -9.9% |
| YTD | +83.1% | +68.8% | +14.3% | +8.5% |
| 1Y | +188.3% | +105.7% | +82.6% | +38.9% |
| 3Y | +225.3% | +240.5% | -15.1% | -8.9% |
| 5Y | +262.0% | +266.8% | -4.8% | -3.7% |
| All | +257.8% | +290.2% | -32.4% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling