-53.5%
SQQQ vs AMIX
-81.0%
+27.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.5% |
| 7D | -0.9% | -13.7% | +12.8% | -1.3% |
| 30D | -0.3% | -62.1% | +61.8% | -2.3% |
| 3M | +2.7% | -46.2% | +48.9% | +2.2% |
| 6M | -43.8% | -46.4% | +2.6% | -43.6% |
| YTD | -42.9% | -60.3% | +17.3% | -43.2% |
| 1Y | -53.5% | -79.7% | +26.1% | -61.0% |
| All | -53.5% | -81.0% | +27.5% | -61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling