-18.3%
AMRZ vs FRSH
-17.9%
-0.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.9% | +0.7% | -4.0% |
| 7D | -2.0% | -10.1% | +8.1% | -1.4% |
| 30D | -9.8% | +2.2% | -12.0% | -9.9% |
| 3M | -17.2% | +28.6% | -45.8% | -18.6% |
| 6M | -26.9% | +40.2% | -67.1% | -28.9% |
| YTD | -21.5% | -1.2% | -20.2% | -20.4% |
| 1Y | -22.9% | -7.9% | -15.0% | -20.4% |
| All | -18.3% | -17.9% | -0.4% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FRSH 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling