+246.5%
AMD vs AMRZ
-17.5%
+264.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.9% | +11.5% |
| 7D | -11.0% | +1.2% | -12.2% | -11.3% |
| 30D | -30.5% | +15.1% | -45.5% | -33.2% |
| 3M | -8.2% | -18.1% | +9.8% | -2.9% |
| 6M | +6.6% | -23.5% | +30.0% | +14.3% |
| YTD | +109.7% | -21.6% | +131.3% | +125.0% |
| 1Y | +88.9% | -14.7% | +103.7% | +99.4% |
| All | +246.5% | -17.5% | +264.0% | +258.9% |
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 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