+55.5%
QQQ vs AMIX
-100.0%
+155.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -5.0% | -16.0% | +11.0% | -4.9% |
| 30D | -13.4% | -55.4% | +42.0% | -12.9% |
| 3M | -8.1% | -87.5% | +79.4% | -6.8% |
| 6M | -5.5% | -81.2% | +75.7% | -6.3% |
| YTD | +7.2% | -86.8% | +94.0% | +6.4% |
| 1Y | +7.8% | -91.6% | +99.4% | +7.2% |
| All | +55.5% | -100.0% | +155.4% | +56.1% |
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