+257.0%
SOXL vs AMIX
-99.9%
+356.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.1% |
| 7D | +16.4% | -3.4% | +19.8% | +16.5% |
| 30D | -12.1% | -54.4% | +42.3% | -10.0% |
| 3M | -41.7% | -45.7% | +4.0% | -45.6% |
| 6M | +157.4% | -49.2% | +206.6% | +139.7% |
| YTD | +193.3% | -60.3% | +253.6% | +173.5% |
| 1Y | +355.3% | -81.4% | +436.7% | +328.5% |
| All | +257.0% | -99.9% | +356.9% | +185.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling