+12.9%
TQQQ vs AMIX
-92.3%
+105.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.0% | +5.8% | +2.9% |
| 7D | -14.0% | -25.1% | +11.1% | -13.4% |
| 30D | -25.1% | -54.5% | +29.4% | -23.8% |
| 3M | -16.7% | -91.7% | +75.1% | -12.2% |
| 6M | -3.7% | -79.4% | +75.7% | -2.0% |
| YTD | +18.8% | -86.1% | +104.8% | +21.2% |
| 1Y | +12.9% | -91.6% | +104.5% | +15.6% |
| All | +12.9% | -92.3% | +105.2% | +15.6% |
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