-22.0%
QID vs AMRZ
-11.5%
-10.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.2% | -7.0% | -0.2% |
| 7D | +9.8% | +10.3% | -0.5% | +13.3% |
| 30D | +18.9% | +18.7% | +0.2% | +25.9% |
| 3M | +9.6% | -14.6% | +24.2% | +3.6% |
| 6M | -7.8% | -12.9% | +5.1% | -10.8% |
| YTD | -23.3% | -17.4% | -6.0% | -25.7% |
| 1Y | -22.0% | -12.3% | -9.7% | -21.8% |
| All | -22.0% | -11.5% | -10.5% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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