+8,378.1%
AMD vs SOXX
+1,550.6%
+6,827.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.6% | -0.1% |
| 7D | +10.4% | +3.0% | +7.4% | +6.7% |
| 30D | +6.2% | -3.1% | +9.3% | +10.2% |
| 3M | +11.3% | -4.4% | +15.7% | +17.2% |
| 6M | +147.8% | +52.9% | +94.9% | +50.5% |
| YTD | +135.2% | +72.0% | +63.1% | +24.8% |
| 1Y | +215.7% | +105.1% | +110.6% | +37.2% |
| 3Y | +374.7% | +220.6% | +154.1% | +19.1% |
| 5Y | +378.7% | +244.8% | +133.9% | +16.8% |
| All | +8,378.1% | +1,550.6% | +6,827.5% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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