+95.0%
AMDL vs SOXQ
+145.6%
-50.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.4% | +5.8% | +1.8% |
| 7D | +4.5% | +2.3% | +2.2% | -0.4% |
| 30D | -4.4% | -2.3% | -2.1% | +0.4% |
| 3M | -30.5% | -13.8% | -16.7% | +8.7% |
| 6M | +300.9% | +48.6% | +252.3% | +113.5% |
| YTD | +219.9% | +66.0% | +153.9% | +43.1% |
| 1Y | +374.7% | +107.9% | +266.8% | +44.7% |
| All | +95.0% | +145.6% | -50.6% | -54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling