+376.7%
AMD vs SOXS
-100.0%
+476.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.9% | +10.8% | +4.3% |
| 7D | +10.0% | -15.6% | +25.6% | +4.5% |
| 30D | +4.6% | +4.8% | -0.1% | +8.1% |
| 3M | +3.1% | -21.6% | +24.8% | +13.5% |
| 6M | +162.8% | -99.3% | +262.2% | +19.5% |
| YTD | +136.2% | -99.5% | +235.7% | +0.7% |
| 1Y | +234.0% | -99.8% | +333.8% | +17.7% |
| 3Y | +376.7% | -100.0% | +476.7% | +5.5% |
| All | +376.7% | -100.0% | +476.7% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling