+508.5%
AMDL vs AMRZ
-22.6%
+531.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.3% | +15.9% | +14.5% |
| 7D | +19.9% | -2.0% | +22.0% | +20.9% |
| 30D | +6.3% | -9.8% | +16.1% | +13.3% |
| 3M | -9.9% | -17.2% | +7.3% | +1.2% |
| 6M | +394.3% | -26.9% | +421.2% | +496.2% |
| YTD | +257.3% | -21.5% | +278.8% | +322.0% |
| 1Y | +508.5% | -22.9% | +531.4% | +502.5% |
| All | +508.5% | -22.6% | +531.1% | +502.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling