+115.4%
AMD vs AMRZ
-16.6%
+132.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.1% | -8.9% | -8.8% |
| 7D | +18.9% | -2.1% | +21.0% | +19.7% |
| 30D | -6.4% | +13.0% | -19.4% | -9.9% |
| 3M | +10.6% | -12.1% | +22.7% | +15.1% |
| 6M | +19.9% | -19.1% | +39.0% | +27.1% |
| YTD | +149.4% | -23.3% | +172.6% | +171.2% |
| 1Y | +115.4% | -16.6% | +132.0% | +126.9% |
| All | +115.4% | -16.6% | +132.0% | +126.9% |
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