+142.4%
AMT vs QID
-99.0%
+241.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +1.5% |
| 7D | +1.5% | -7.1% | +8.7% | +0.1% |
| 30D | +6.8% | +12.6% | -5.8% | +9.6% |
| 3M | +11.2% | +14.2% | -3.0% | +14.6% |
| 6M | +12.5% | +6.2% | +6.3% | +14.5% |
| YTD | +12.5% | -21.8% | +34.3% | +7.6% |
| 1Y | +10.1% | -23.1% | +33.2% | +5.0% |
| 3Y | +16.0% | -71.3% | +87.3% | -11.4% |
| 5Y | -17.2% | -77.0% | +59.8% | -34.5% |
| All | +142.4% | -99.0% | +241.5% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling