+22.2%
A vs AMRZ
-11.5%
+33.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.2% | -0.1% |
| 7D | -2.4% | +10.3% | -12.7% | -4.5% |
| 30D | +3.6% | +18.7% | -15.1% | -0.4% |
| 3M | +27.5% | -14.6% | +42.1% | +31.9% |
| 6M | +58.5% | -12.9% | +71.4% | +62.5% |
| YTD | +31.2% | -17.4% | +48.5% | +34.1% |
| 1Y | +22.2% | -12.3% | +34.5% | +21.6% |
| All | +22.2% | -11.5% | +33.7% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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