-14.7%
AMRZ vs GEN
+17.5%
-32.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.4% |
| 7D | +1.2% | +2.3% | -1.1% | +0.9% |
| 30D | +15.1% | +33.1% | -18.0% | +10.7% |
| 3M | -18.1% | +6.5% | -24.5% | -18.9% |
| 6M | -23.5% | +53.8% | -77.2% | -28.9% |
| YTD | -21.6% | +11.2% | -32.8% | -18.9% |
| 1Y | -14.7% | +19.4% | -34.1% | -14.8% |
| All | -14.7% | +17.5% | -32.2% | -14.8% |
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