+753.5%
AMD vs BOXX
+19.3%
+734.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | +18.9% | 0.0% | +18.9% | +18.9% |
| 30D | -6.4% | +0.4% | -6.8% | -7.4% |
| 3M | +10.6% | +1.0% | +9.6% | +8.6% |
| 6M | +19.9% | +2.0% | +17.9% | +15.5% |
| YTD | +149.4% | +3.4% | +146.0% | +125.7% |
| 1Y | +115.4% | +4.1% | +111.3% | +90.0% |
| 3Y | +357.3% | +14.4% | +342.9% | +255.3% |
| All | +753.5% | +19.3% | +734.2% | +568.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling