+59.8%
ADI vs AMRZ
-17.3%
+77.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.5% | +1.2% |
| 7D | +2.4% | -2.0% | +4.5% | +2.9% |
| 30D | -6.6% | -9.8% | +3.3% | -4.4% |
| 3M | -9.8% | -17.2% | +7.4% | -6.3% |
| 6M | +15.7% | -26.9% | +42.6% | +23.6% |
| YTD | +35.1% | -21.5% | +56.6% | +41.7% |
| 1Y | +47.7% | -22.9% | +70.6% | +51.6% |
| All | +59.8% | -17.3% | +77.1% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling