+149.0%
TQQQ vs AMIX
-99.9%
+248.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.0% | +0.8% | -3.2% |
| 7D | -3.9% | -6.3% | +2.4% | -3.8% |
| 30D | -5.3% | -51.9% | +46.6% | -4.0% |
| 3M | +0.1% | -44.9% | +45.0% | -4.3% |
| 6M | +40.7% | -47.9% | +88.6% | +34.4% |
| YTD | +31.8% | -62.0% | +93.8% | +26.5% |
| 1Y | +48.2% | -82.0% | +130.2% | +43.7% |
| All | +149.0% | -99.9% | +248.8% | +148.8% |
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