+394.8%
AMD vs SOXX
+225.5%
+169.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.4% | +2.3% |
| 7D | +14.0% | +6.1% | +7.9% | +6.7% |
| 30D | +11.0% | +0.5% | +10.5% | +10.3% |
| 3M | +9.6% | -5.3% | +14.9% | +16.5% |
| 6M | +157.1% | +58.3% | +98.8% | +54.2% |
| YTD | +143.3% | +76.8% | +66.5% | +29.8% |
| 1Y | +234.4% | +114.6% | +119.8% | +45.9% |
| All | +394.8% | +225.5% | +169.2% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling