-83.4%
SQQQ vs AMIX
-100.0%
+16.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -8.4% | +9.4% | +0.7% |
| 7D | -17.4% | -10.9% | -6.5% | -17.5% |
| 30D | +20.4% | -55.0% | +75.4% | +18.5% |
| 3M | +11.2% | -82.0% | +93.2% | +7.6% |
| 6M | -2.6% | -80.4% | +77.8% | +0.9% |
| YTD | -37.9% | -88.3% | +50.3% | -36.1% |
| 1Y | -36.2% | -92.4% | +56.2% | -34.6% |
| All | -83.4% | -100.0% | +16.6% | -83.5% |
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 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