-21.9%
AMRZ vs UUUU
+17.9%
-39.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.3% | -4.3% |
| 7D | -2.0% | +2.8% | -4.8% | -2.2% |
| 30D | -9.8% | +3.4% | -13.2% | -10.1% |
| 3M | -17.2% | -3.9% | -13.3% | -17.3% |
| 6M | -26.9% | -23.2% | -3.8% | -26.5% |
| YTD | -21.5% | +0.6% | -22.0% | -21.3% |
| All | -21.9% | +17.9% | -39.8% | -17.3% |
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