+619.8%
AMD vs SOXQ
+243.8%
+376.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.4% | +6.5% |
| 7D | +44.7% | +16.4% | +28.3% | +21.4% |
| 30D | -3.3% | -13.9% | +10.5% | +17.7% |
| 3M | +21.2% | -15.1% | +36.3% | +50.3% |
| 6M | +30.6% | -10.2% | +40.8% | +51.1% |
| YTD | +173.3% | +48.7% | +124.6% | +77.6% |
| 1Y | +126.1% | +48.9% | +77.1% | +46.8% |
| 3Y | +393.5% | +197.4% | +196.1% | +34.5% |
| 5Y | +295.8% | +188.2% | +107.6% | +19.9% |
| All | +619.8% | +243.8% | +376.0% | +84.3% |
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