-12.3%
AMRZ vs IBB
+42.2%
-54.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +4.2% |
| 7D | +10.3% | +2.2% | +8.1% | +9.4% |
| 30D | +18.7% | +6.3% | +12.3% | +15.9% |
| 3M | -14.6% | +16.3% | -30.9% | -20.3% |
| 6M | -12.9% | +30.0% | -42.9% | -24.1% |
| YTD | -17.4% | +31.1% | -48.5% | -28.3% |
| 1Y | -12.3% | +42.0% | -54.3% | -27.3% |
| All | -12.3% | +42.2% | -54.5% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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