-18.3%
AMRZ vs NTR
+35.7%
-54.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -4.2% |
| 7D | -2.0% | +3.8% | -5.9% | -1.9% |
| 30D | -9.8% | +25.2% | -35.1% | -9.3% |
| 3M | -17.2% | +21.0% | -38.2% | -16.8% |
| 6M | -26.9% | +7.6% | -34.5% | -26.8% |
| YTD | -21.5% | +32.9% | -54.3% | -22.8% |
| 1Y | -22.9% | +43.1% | -65.9% | -25.0% |
| All | -18.3% | +35.7% | -54.0% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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