+376.3%
AMD vs SOXQ
+265.0%
+111.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.6% | +4.4% |
| 7D | +10.0% | +5.3% | +4.7% | +3.6% |
| 30D | +4.6% | -3.7% | +8.3% | +9.2% |
| 3M | +3.1% | -7.8% | +11.0% | +13.5% |
| 6M | +162.8% | +58.4% | +104.4% | +53.9% |
| YTD | +136.2% | +68.1% | +68.0% | +29.8% |
| 1Y | +234.0% | +105.4% | +128.6% | +46.6% |
| 3Y | +376.7% | +239.2% | +137.5% | +8.8% |
| 5Y | +376.3% | +266.9% | +109.4% | +9.0% |
| All | +376.3% | +265.0% | +111.4% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling