+29.9%
ALL vs AMRZ
-16.9%
+46.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +1.7% |
| 7D | 0.0% | -4.0% | +4.0% | 0.0% |
| 30D | +12.8% | +12.4% | +0.4% | +13.2% |
| 3M | +4.7% | -11.5% | +16.2% | +4.1% |
| 6M | +24.9% | -21.6% | +46.5% | +23.8% |
| YTD | +30.0% | -23.4% | +53.4% | +29.0% |
| 1Y | +29.9% | -17.2% | +47.1% | +28.8% |
| All | +29.9% | -16.9% | +46.8% | +28.8% |
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