+168.1%
SOXX vs AMIX
-99.9%
+267.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +6.1% | +1.6% | +4.5% | +6.1% |
| 30D | +0.5% | -50.8% | +51.3% | +1.2% |
| 3M | -5.3% | -46.3% | +41.0% | -7.9% |
| 6M | +58.3% | -49.9% | +108.2% | +53.9% |
| YTD | +76.8% | -60.4% | +137.3% | +72.0% |
| 1Y | +114.6% | -81.7% | +196.3% | +109.3% |
| All | +168.1% | -99.9% | +267.9% | +147.4% |
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