+52.5%
SOXX vs AMDL
+108.7%
-56.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.6% |
| 7D | -13.7% | -30.7% | +17.0% | -5.1% |
| 30D | -23.6% | -43.8% | +20.2% | -11.7% |
| 3M | -16.9% | -24.5% | +7.6% | -13.2% |
| 6M | -2.4% | +44.7% | -47.1% | -14.7% |
| YTD | +49.8% | +204.0% | -154.2% | +4.7% |
| 1Y | +52.5% | +109.1% | -56.5% | +14.4% |
| All | +52.5% | +108.7% | -56.1% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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