+357.4%
SOXL vs AMRZ
-14.5%
+371.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.3% | +10.3% |
| 7D | +5.3% | -1.9% | +7.2% | +7.2% |
| 30D | -11.2% | -16.9% | +5.7% | +4.5% |
| 3M | -55.4% | -19.2% | -36.2% | -46.0% |
| 6M | +107.1% | -29.3% | +136.4% | +185.7% |
| YTD | +179.0% | -18.0% | +197.0% | +233.2% |
| 1Y | +357.4% | -15.1% | +372.4% | +394.8% |
| All | +357.4% | -14.5% | +371.8% | +394.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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