-16.6%
AMRZ vs EAT
+75.7%
-92.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.1% |
| 7D | -2.1% | -4.0% | +1.9% | -1.5% |
| 30D | +13.0% | -2.9% | +15.9% | +13.4% |
| 3M | -12.1% | -16.9% | +4.8% | -9.9% |
| 6M | -19.1% | +57.0% | -76.1% | -25.7% |
| YTD | -23.3% | +38.2% | -61.4% | -28.7% |
| 1Y | -16.6% | +69.3% | -85.9% | -23.6% |
| All | -16.6% | +75.7% | -92.3% | -23.6% |
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