+761.5%
AMT vs QID
-100.0%
+861.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +1.1% |
| 7D | +1.6% | +1.8% | -0.1% | +2.4% |
| 30D | +4.5% | +21.6% | -17.2% | +11.3% |
| 3M | +13.8% | +12.6% | +1.2% | +18.6% |
| 6M | +10.0% | +6.9% | +3.1% | +13.1% |
| YTD | +11.8% | -20.5% | +32.3% | +4.9% |
| 1Y | +10.2% | -18.1% | +28.3% | +4.7% |
| 3Y | +15.1% | -70.7% | +85.8% | -20.9% |
| 5Y | -18.8% | -77.2% | +58.4% | -42.5% |
| 10Y | +133.7% | -99.0% | +232.7% | -41.8% |
| All | +761.5% | -100.0% | +861.4% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling