+357.4%
SOXL vs AMIX
-81.0%
+438.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +10.0% |
| 7D | +5.3% | -13.7% | +19.1% | +5.9% |
| 30D | -11.2% | -62.1% | +50.9% | -8.0% |
| 3M | -55.4% | -46.2% | -9.2% | -54.0% |
| 6M | +107.1% | -46.4% | +153.6% | +110.0% |
| YTD | +179.0% | -60.3% | +239.3% | +187.9% |
| 1Y | +357.4% | -79.7% | +437.0% | +574.6% |
| All | +357.4% | -81.0% | +438.4% | +574.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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