+70.0%
QQQ vs AMIX
-99.9%
+169.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.5% | -3.4% | +4.9% | +1.5% |
| 30D | -0.6% | -54.4% | +53.7% | -0.2% |
| 3M | +0.4% | -45.7% | +46.2% | -1.2% |
| 6M | +20.1% | -49.2% | +69.2% | +18.1% |
| YTD | +17.2% | -60.3% | +77.6% | +15.4% |
| 1Y | +24.7% | -81.4% | +106.1% | +23.2% |
| All | +70.0% | -99.9% | +169.9% | +69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling