+6,077.7%
AMD vs SOXS
-100.0%
+6,177.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -18.1% | +25.5% | 0.0% |
| 7D | +13.1% | -22.3% | +35.4% | +10.4% |
| 30D | -7.0% | +21.9% | -28.8% | +15.0% |
| 3M | +16.6% | +4.2% | +12.4% | +42.5% |
| 6M | +20.5% | -43.4% | +63.9% | +48.6% |
| YTD | +158.2% | -92.5% | +250.7% | +66.3% |
| 1Y | +132.8% | -93.5% | +226.3% | +47.3% |
| 3Y | +366.2% | -99.7% | +466.0% | +60.9% |
| 5Y | +278.7% | -99.9% | +378.6% | +51.0% |
| 10Y | +8,164.6% | -100.0% | +8,264.6% | +371.4% |
| All | +6,077.7% | -100.0% | +6,177.7% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling