-99.8%
AMIX vs QID
-67.4%
-32.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -2.2% |
| 7D | -13.7% | -0.6% | -13.1% | -14.1% |
| 30D | -62.1% | 0.0% | -62.1% | -62.2% |
| 3M | -46.2% | +3.7% | -49.9% | -43.8% |
| 6M | -46.4% | -29.9% | -16.6% | -48.3% |
| YTD | -60.3% | -28.8% | -31.5% | -61.4% |
| 1Y | -79.7% | -37.2% | -42.5% | -80.4% |
| All | -99.8% | -67.4% | -32.4% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling