-18.5%
AMRZ vs UUUU
+23.3%
-41.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.9% |
| 7D | +1.2% | -13.6% | +14.8% | +2.0% |
| 30D | +15.1% | -35.1% | +50.1% | +17.7% |
| 3M | -18.1% | -48.4% | +30.3% | -15.2% |
| 6M | -23.5% | -71.7% | +48.2% | -18.9% |
| YTD | -21.6% | -54.2% | +32.6% | -18.1% |
| 1Y | -14.7% | -56.0% | +41.2% | -11.0% |
| All | -18.5% | +23.3% | -41.8% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling