-28.8%
ACN vs AMRZ
-24.7%
-4.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.5% |
| 7D | -6.3% | -4.7% | -1.7% | -5.8% |
| 30D | -1.4% | -11.3% | +9.9% | -0.2% |
| 3M | +2.6% | -22.1% | +24.6% | +4.7% |
| 6M | -14.3% | -29.6% | +15.3% | -11.3% |
| YTD | -33.1% | -23.3% | -9.8% | -31.6% |
| 1Y | -28.8% | -23.7% | -5.1% | -28.3% |
| All | -28.8% | -24.7% | -4.1% | -28.3% |
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