+363.2%
SOXL vs AMIX
-81.1%
+444.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +18.4% | +1.6% | +16.8% | +18.3% |
| 30D | -3.2% | -50.8% | +47.6% | -0.7% |
| 3M | -37.6% | -46.3% | +8.7% | -35.6% |
| 6M | +136.1% | -49.9% | +185.9% | +141.2% |
| YTD | +199.5% | -60.4% | +259.9% | +208.9% |
| 1Y | +363.2% | -81.7% | +444.9% | +587.4% |
| All | +363.2% | -81.1% | +444.3% | +587.4% |
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