+51.8%
QQQI vs AMIX
-99.9%
+151.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.0% |
| 7D | +3.3% | -9.9% | +13.2% | +3.4% |
| 30D | -5.8% | -52.8% | +47.0% | -5.4% |
| 3M | -5.0% | -80.0% | +75.0% | -4.3% |
| 6M | -3.2% | -80.2% | +77.0% | -3.8% |
| YTD | +6.8% | -88.1% | +94.9% | +6.4% |
| 1Y | +9.0% | -91.1% | +100.1% | +8.7% |
| All | +51.8% | -99.9% | +151.7% | +53.5% |
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