+2,372.0%
AMD vs SOXX
+2,588.3%
-216.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.4% | +2.2% |
| 7D | +14.0% | +6.1% | +7.9% | +6.5% |
| 30D | +11.0% | +0.5% | +10.5% | +10.3% |
| 3M | +9.6% | -5.3% | +14.9% | +16.9% |
| 6M | +157.1% | +58.3% | +98.8% | +52.3% |
| YTD | +143.3% | +76.8% | +66.5% | +27.4% |
| 1Y | +234.4% | +114.6% | +119.8% | +41.3% |
| 3Y | +391.2% | +229.6% | +161.5% | +25.5% |
| 5Y | +390.9% | +257.3% | +133.6% | +21.8% |
| 10Y | +8,732.1% | +1,583.2% | +7,148.9% | +280.9% |
| All | +2,372.0% | +2,588.3% | -216.3% | -25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling