-14.7%
AMRZ vs VRSN
+29.4%
-44.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.9% |
| 7D | +1.2% | +0.5% | +0.7% | +1.3% |
| 30D | +15.1% | +4.9% | +10.1% | +15.4% |
| 3M | -18.1% | +5.8% | -23.9% | -17.8% |
| 6M | -23.5% | +12.6% | -36.0% | -23.3% |
| YTD | -21.6% | +28.2% | -49.9% | -21.9% |
| 1Y | -14.7% | +30.4% | -45.2% | -15.2% |
| All | -14.7% | +29.4% | -44.1% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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