-16.6%
AMRZ vs BB
+99.6%
-116.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.6% | +0.3% |
| 7D | -2.1% | +1.8% | -3.9% | -2.2% |
| 30D | +13.0% | +8.1% | +4.8% | +12.3% |
| 3M | -12.1% | -1.0% | -11.1% | -12.3% |
| 6M | -19.1% | +45.9% | -65.0% | -23.3% |
| YTD | -23.3% | +134.8% | -158.1% | -33.6% |
| 1Y | -16.6% | +104.6% | -121.2% | -27.2% |
| All | -16.6% | +99.6% | -116.1% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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