+130.4%
AMDL vs AMRZ
-13.9%
+144.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.4% | +3.7% |
| 7D | +5.4% | +0.2% | +5.2% | +6.6% |
| 30D | -36.6% | +16.2% | -52.8% | -42.0% |
| 3M | -1.0% | -8.9% | +8.0% | +5.1% |
| 6M | -12.1% | -20.1% | +8.0% | +0.5% |
| YTD | +215.1% | -21.3% | +236.4% | +274.0% |
| 1Y | +130.4% | -12.6% | +143.0% | +155.9% |
| All | +130.4% | -13.9% | +144.3% | +155.9% |
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