+234.4%
AMD vs SOXQ
+105.6%
+128.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.7% | +2.6% |
| 7D | +14.0% | +5.2% | +8.8% | +7.2% |
| 30D | +11.0% | -0.5% | +11.5% | +11.4% |
| 3M | +9.6% | -5.6% | +15.2% | +16.4% |
| 6M | +157.1% | +53.0% | +104.1% | +47.8% |
| YTD | +143.3% | +68.8% | +74.5% | +24.1% |
| 1Y | +234.4% | +105.7% | +128.7% | +28.8% |
| All | +234.4% | +105.6% | +128.8% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling