+443.4%
AMDL vs SOXQ
+96.6%
+346.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.6% | -4.0% | -0.2% |
| 7D | +20.7% | +2.3% | +18.4% | +14.9% |
| 30D | +9.4% | -3.9% | +13.3% | +21.1% |
| 3M | +5.6% | -4.7% | +10.4% | +28.0% |
| 6M | +340.3% | +47.9% | +292.4% | +92.1% |
| YTD | +253.6% | +64.3% | +189.3% | +24.7% |
| 1Y | +443.4% | +95.7% | +347.7% | +12.0% |
| All | +443.4% | +96.6% | +346.7% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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