-12.3%
AMRZ vs UUUU
-55.1%
+42.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.8% | +6.0% | +5.3% |
| 7D | +10.3% | -14.4% | +24.7% | +11.8% |
| 30D | +18.7% | -33.6% | +52.3% | +23.0% |
| 3M | -14.6% | -44.2% | +29.5% | -10.4% |
| 6M | -12.9% | -66.8% | +53.9% | -4.7% |
| YTD | -17.4% | -50.6% | +33.3% | -13.6% |
| 1Y | -12.3% | -57.8% | +45.5% | -8.0% |
| All | -12.3% | -55.1% | +42.8% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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