+59.0%
ADI vs AMRZ
-20.3%
+79.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -0.8% |
| 7D | +1.3% | -8.1% | +9.4% | +3.2% |
| 30D | -6.0% | -14.8% | +8.9% | -2.5% |
| 3M | -7.7% | -19.7% | +12.0% | -3.5% |
| 6M | +14.0% | -30.8% | +44.8% | +23.3% |
| YTD | +34.4% | -24.3% | +58.7% | +42.1% |
| 1Y | +48.0% | -24.0% | +72.0% | +53.1% |
| All | +59.0% | -20.3% | +79.3% | +62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling