+239.7%
SOXL vs AMIX
-99.9%
+339.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +9.9% |
| 7D | +5.3% | -13.7% | +19.1% | +5.8% |
| 30D | -11.2% | -62.1% | +50.9% | -8.6% |
| 3M | -55.4% | -46.2% | -9.2% | -58.4% |
| 6M | +107.1% | -46.4% | +153.6% | +92.7% |
| YTD | +179.0% | -60.3% | +239.3% | +160.2% |
| 1Y | +357.4% | -79.7% | +437.0% | +330.2% |
| All | +239.7% | -99.9% | +339.5% | +171.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling