+58.2%
QQQI vs AMIX
-99.8%
+158.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +0.8% | +1.6% | -0.7% | +0.8% |
| 30D | +0.2% | -50.8% | +51.0% | +0.5% |
| 3M | +2.3% | -46.3% | +48.6% | +1.2% |
| 6M | +11.6% | -49.9% | +61.5% | +10.3% |
| YTD | +11.3% | -60.4% | +71.7% | +10.2% |
| 1Y | +17.4% | -81.7% | +99.1% | +16.6% |
| All | +58.2% | -99.8% | +158.0% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling