-22.9%
AMRZ vs BTG
+29.7%
-52.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -4.0% |
| 7D | -2.0% | +4.8% | -6.8% | -2.5% |
| 30D | -9.8% | +8.3% | -18.2% | -10.6% |
| 3M | -17.2% | +32.3% | -49.5% | -20.1% |
| 6M | -26.9% | +3.0% | -29.9% | -27.3% |
| YTD | -21.5% | +21.9% | -43.4% | -23.6% |
| 1Y | -22.9% | +28.2% | -51.0% | -28.6% |
| All | -22.9% | +29.7% | -52.6% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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