-20.2%
AMRZ vs SOXQ
+130.4%
-150.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -4.7% | +5.2% | -9.9% | -5.7% |
| 30D | -11.3% | -0.5% | -10.8% | -11.3% |
| 3M | -22.1% | -5.6% | -16.4% | -22.1% |
| 6M | -29.6% | +53.0% | -82.6% | -41.4% |
| YTD | -23.3% | +68.8% | -92.1% | -38.0% |
| 1Y | -23.7% | +105.7% | -129.5% | -40.7% |
| All | -20.2% | +130.4% | -150.6% | -37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling