-20.2%
AMRZ vs UUUU
+169.4%
-189.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.3% |
| 7D | -4.7% | +1.8% | -6.5% | -4.7% |
| 30D | -11.3% | +1.8% | -13.1% | -11.4% |
| 3M | -22.1% | +1.3% | -23.3% | -22.3% |
| 6M | -29.6% | -26.8% | -2.8% | -29.2% |
| YTD | -23.3% | +0.1% | -23.4% | -23.1% |
| 1Y | -23.7% | +11.2% | -35.0% | -22.8% |
| All | -20.2% | +169.4% | -189.7% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling