+394.8%
AMD vs BOXX
+14.6%
+380.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +14.0% | +0.1% | +14.0% | +13.8% |
| 30D | +11.0% | +0.3% | +10.7% | +9.8% |
| 3M | +9.6% | +1.0% | +8.6% | +5.6% |
| 6M | +157.1% | +1.9% | +155.2% | +131.0% |
| YTD | +143.3% | +2.6% | +140.7% | +105.9% |
| 1Y | +234.4% | +4.0% | +230.4% | +158.7% |
| All | +394.8% | +14.6% | +380.2% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 3y: compounded portfolio wealth divided by compounded BOXX 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…
3y analysis · Full analysis span regression · 6 months rolling