-12.3%
AMRZ vs EAT
+109.8%
-122.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.3% | -1.1% | +4.3% |
| 7D | +10.3% | -0.1% | +10.4% | +10.2% |
| 30D | +18.7% | +13.5% | +5.1% | +16.5% |
| 3M | -14.6% | +1.0% | -15.6% | -15.1% |
| 6M | -12.9% | +57.3% | -70.1% | -19.6% |
| YTD | -17.4% | +53.6% | -70.9% | -24.0% |
| 1Y | -12.3% | +110.8% | -123.1% | -21.7% |
| All | -12.3% | +109.8% | -122.2% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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