+52.5%
SOXX vs AMC
+38.0%
+14.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +7.3% | -10.5% | -3.7% |
| 7D | -13.7% | +17.7% | -31.4% | -14.8% |
| 30D | -23.6% | +26.2% | -49.8% | -24.9% |
| 3M | -16.9% | +31.3% | -48.2% | -18.8% |
| 6M | -2.4% | +142.8% | -145.2% | -12.5% |
| YTD | +49.8% | +125.6% | -75.8% | +34.0% |
| 1Y | +52.5% | +40.2% | +12.3% | +50.8% |
| All | +52.5% | +38.0% | +14.5% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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