-40.2%
QID vs AMRZ
-19.2%
-21.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.7% |
| 7D | -7.1% | -2.1% | -5.1% | -7.7% |
| 30D | +12.6% | +13.0% | -0.3% | +17.1% |
| 3M | +14.2% | -12.1% | +26.3% | +10.0% |
| 6M | +6.2% | -19.1% | +25.3% | +0.7% |
| YTD | -21.8% | -23.3% | +1.5% | -26.2% |
| 1Y | -23.1% | -16.6% | -6.6% | -25.6% |
| All | -40.2% | -19.2% | -21.0% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling