+131.0%
AMDL vs SOXQ
+149.7%
-18.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.4% | +5.7% | +5.2% |
| 7D | +29.0% | +5.2% | +23.7% | +15.8% |
| 30D | +19.1% | -0.5% | +19.6% | +21.0% |
| 3M | +1.8% | -5.6% | +7.4% | +28.6% |
| 6M | +374.4% | +53.0% | +321.4% | +136.7% |
| YTD | +278.9% | +68.8% | +210.1% | +63.8% |
| 1Y | +510.6% | +105.7% | +404.8% | +91.1% |
| All | +131.0% | +149.7% | -18.7% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling