-15.1%
AMRZ vs DAR
+104.4%
-119.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.4% |
| 7D | -1.9% | +1.4% | -3.3% | -2.0% |
| 30D | -16.9% | +12.8% | -29.7% | -17.9% |
| 3M | -19.2% | +7.4% | -26.6% | -19.8% |
| 6M | -29.3% | +22.3% | -51.5% | -32.4% |
| YTD | -18.0% | +81.1% | -99.1% | -28.9% |
| 1Y | -15.1% | +106.5% | -121.6% | -28.9% |
| All | -15.1% | +104.4% | -119.4% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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