-43.8%
QID vs AMRZ
-20.3%
-23.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.6% | +1.9% |
| 7D | +2.7% | -8.1% | +10.9% | +0.1% |
| 30D | +3.3% | -14.8% | +18.2% | -1.7% |
| 3M | -5.5% | -19.7% | +14.2% | -11.0% |
| 6M | -28.4% | -30.8% | +2.4% | -34.7% |
| YTD | -26.6% | -24.3% | -2.3% | -31.0% |
| 1Y | -34.1% | -24.0% | -10.1% | -36.7% |
| All | -43.8% | -20.3% | -23.6% | -45.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling