-12.3%
AMRZ vs GRMN
+40.7%
-53.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.5% | -1.3% | +2.6% |
| 7D | +10.3% | +6.1% | +4.2% | +7.7% |
| 30D | +18.7% | +1.3% | +17.4% | +17.8% |
| 3M | -14.6% | -5.6% | -9.1% | -13.1% |
| 6M | -12.9% | +22.2% | -35.1% | -22.6% |
| YTD | -17.4% | +44.3% | -61.6% | -34.6% |
| 1Y | -12.3% | +43.1% | -55.4% | -30.0% |
| All | -12.3% | +40.7% | -53.0% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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