+76.2%
QLD vs AMIX
-100.0%
+176.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.6% | -7.1% | -12.6% |
| 7D | -18.6% | -25.5% | +6.9% | -18.2% |
| 30D | -28.3% | -56.2% | +27.9% | -27.4% |
| 3M | -20.4% | -87.4% | +67.1% | -18.1% |
| 6M | -14.3% | -80.9% | +66.6% | -15.7% |
| YTD | +2.8% | -86.8% | +89.6% | +1.4% |
| 1Y | -1.2% | -91.3% | +90.1% | -2.2% |
| All | +76.2% | -100.0% | +176.1% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling