+392.5%
AMD vs SOXX
+247.7%
+144.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +0.3% |
| 7D | +8.1% | +1.4% | +6.7% | +6.4% |
| 30D | +6.9% | -3.6% | +10.4% | +11.6% |
| 3M | +5.7% | -10.2% | +15.8% | +20.0% |
| 6M | +152.0% | +54.2% | +97.7% | +50.6% |
| YTD | +141.0% | +75.2% | +65.8% | +24.3% |
| 1Y | +231.6% | +107.5% | +124.0% | +41.0% |
| 3Y | +390.1% | +226.8% | +163.3% | +15.8% |
| All | +392.5% | +247.7% | +144.8% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling