-12.3%
AMRZ vs SOXQ
+45.5%
-57.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +5.7% |
| 7D | +10.3% | -12.1% | +22.4% | +12.6% |
| 30D | +18.7% | -22.0% | +40.7% | +24.0% |
| 3M | -14.6% | -15.6% | +0.9% | -12.4% |
| 6M | -12.9% | -2.4% | -10.5% | -17.9% |
| YTD | -17.4% | +45.4% | -62.7% | -33.4% |
| 1Y | -12.3% | +47.7% | -60.0% | -29.8% |
| All | -12.3% | +45.5% | -57.8% | -29.8% |
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