+7,765.4%
AMD vs SOXS
-100.0%
+7,865.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +11.1% | -19.8% | -4.3% |
| 7D | +18.9% | -28.4% | +47.4% | +7.7% |
| 30D | -6.4% | +19.4% | -25.9% | +14.6% |
| 3M | +10.6% | +28.2% | -17.6% | +47.1% |
| 6M | +19.9% | -37.7% | +57.6% | +53.8% |
| YTD | +149.4% | -91.6% | +241.0% | +70.1% |
| 1Y | +115.4% | -93.1% | +208.4% | +40.7% |
| 3Y | +357.3% | -99.7% | +457.0% | +66.8% |
| 5Y | +261.1% | -99.9% | +361.0% | +55.3% |
| All | +7,765.4% | -100.0% | +7,865.4% | +234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 10y: compounded portfolio wealth divided by compounded SOXS 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…
10y analysis · Full analysis span regression · 6 months rolling