-14.7%
AMRZ vs EAT
+98.1%
-112.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.0% | -1.4% |
| 7D | +1.2% | -2.6% | +3.8% | +1.6% |
| 30D | +15.1% | +11.5% | +3.6% | +13.3% |
| 3M | -18.1% | -9.1% | -8.9% | -17.2% |
| 6M | -23.5% | +40.4% | -63.9% | -28.1% |
| YTD | -21.6% | +43.9% | -65.6% | -27.1% |
| 1Y | -14.7% | +101.9% | -116.7% | -21.1% |
| All | -14.7% | +98.1% | -112.9% | -21.1% |
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