-22.9%
AMRZ vs TD
+63.7%
-86.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.6% |
| 7D | -2.0% | +0.9% | -2.9% | -2.6% |
| 30D | -9.8% | -0.7% | -9.2% | -9.5% |
| 3M | -17.2% | +6.3% | -23.5% | -21.5% |
| 6M | -26.9% | +27.9% | -54.9% | -40.9% |
| YTD | -21.5% | +29.8% | -51.3% | -37.0% |
| 1Y | -22.9% | +63.7% | -86.5% | -46.0% |
| All | -22.9% | +63.7% | -86.6% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TD 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling