+33.2%
SOXL vs AMIX
-100.0%
+133.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | 0.0% | +12.5% | +12.5% |
| 7D | -40.3% | -16.0% | -24.3% | -39.9% |
| 30D | -71.1% | -55.4% | -15.6% | -70.1% |
| 3M | -65.2% | -87.5% | +22.3% | -62.7% |
| 6M | -72.3% | -81.2% | +8.9% | -73.1% |
| YTD | +9.4% | -86.8% | +96.3% | +6.4% |
| 1Y | +7.0% | -91.6% | +98.5% | +4.6% |
| All | +33.2% | -100.0% | +133.2% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling