-15.0%
AMRZ vs SOXQ
+49.6%
-64.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.7% | -6.5% | -1.7% |
| 7D | -5.5% | +2.9% | -8.3% | -6.0% |
| 30D | +15.6% | -13.6% | +29.3% | +18.4% |
| 3M | -12.1% | -12.5% | +0.4% | -10.4% |
| 6M | -19.4% | -12.4% | -7.1% | -20.4% |
| YTD | -21.9% | +49.6% | -71.4% | -38.8% |
| 1Y | -15.0% | +52.0% | -67.0% | -34.0% |
| All | -15.0% | +49.6% | -64.7% | -34.0% |
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