+223.5%
AMD vs SOXX
+104.0%
+119.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.6% | 0.0% |
| 7D | +10.4% | +3.0% | +7.4% | +6.6% |
| 30D | +6.2% | -3.1% | +9.3% | +10.3% |
| 3M | +11.3% | -4.4% | +15.7% | +15.8% |
| 6M | +147.8% | +52.9% | +94.9% | +42.6% |
| YTD | +135.2% | +72.0% | +63.1% | +16.6% |
| All | +223.5% | +104.0% | +119.5% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling