+487.3%
AMD vs SOXQ
+283.8%
+203.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.4% | +1.3% | +0.7% |
| 7D | +2.6% | +2.3% | +0.2% | -0.2% |
| 30D | -0.9% | -2.3% | +1.3% | +1.4% |
| 3M | -8.7% | -13.8% | +5.0% | +8.6% |
| 6M | +136.3% | +48.6% | +87.7% | +49.1% |
| YTD | +123.0% | +66.0% | +57.0% | +24.4% |
| 1Y | +195.2% | +107.9% | +87.3% | +27.4% |
| 3Y | +336.3% | +224.1% | +112.2% | +5.6% |
| 5Y | +334.5% | +256.6% | +77.9% | +1.5% |
| All | +487.3% | +283.8% | +203.6% | +29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling