+61.4%
QQQM vs AMIX
-100.0%
+161.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.2% |
| 7D | +3.6% | -9.9% | +13.5% | +3.7% |
| 30D | -6.7% | -52.8% | +46.0% | -6.2% |
| 3M | -7.0% | -80.0% | +73.0% | -6.0% |
| 6M | -4.6% | -80.2% | +75.6% | -5.5% |
| YTD | +11.1% | -88.1% | +99.2% | +10.3% |
| 1Y | +12.3% | -91.1% | +103.4% | +11.6% |
| All | +61.4% | -100.0% | +161.3% | +62.3% |
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 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