-84.6%
SQQQ vs AMIX
-99.9%
+15.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.3% |
| 7D | -4.2% | -3.4% | -0.8% | -4.2% |
| 30D | +2.4% | -54.4% | +56.8% | +0.9% |
| 3M | -5.7% | -45.7% | +40.1% | -0.4% |
| 6M | -46.6% | -49.2% | +2.6% | -43.5% |
| YTD | -42.7% | -60.3% | +17.6% | -39.6% |
| 1Y | -52.6% | -81.4% | +28.8% | -50.5% |
| All | -84.6% | -99.9% | +15.2% | -84.4% |
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