-15.0%
AMRZ vs GEN
+18.5%
-33.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.1% |
| 7D | -5.5% | -0.8% | -4.7% | -5.3% |
| 30D | +15.6% | +31.2% | -15.6% | +11.3% |
| 3M | -12.1% | +6.1% | -18.2% | -13.1% |
| 6M | -19.4% | +38.1% | -57.6% | -23.4% |
| YTD | -21.9% | +14.4% | -36.3% | -18.6% |
| 1Y | -15.0% | +15.1% | -30.2% | -12.1% |
| All | -15.0% | +18.5% | -33.5% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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