-91.6%
AMIX vs QID
-13.7%
-77.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | -4.8% |
| 7D | -16.0% | +9.4% | -25.4% | -0.3% |
| 30D | -55.4% | +31.2% | -86.7% | -21.7% |
| 3M | -87.5% | +17.4% | -104.9% | -83.5% |
| 6M | -81.2% | +8.4% | -89.6% | -72.9% |
| YTD | -86.8% | -15.8% | -71.1% | -83.0% |
| 1Y | -91.6% | -16.3% | -75.2% | -89.0% |
| All | -91.6% | -13.7% | -77.9% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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