-16.6%
AMRZ vs WING
-33.3%
+16.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -2.1% | -2.5% | +0.4% | -1.7% |
| 30D | +13.0% | +29.5% | -16.6% | +8.3% |
| 3M | -12.1% | +40.2% | -52.3% | -17.3% |
| 6M | -19.1% | +32.7% | -51.8% | -23.5% |
| YTD | -23.3% | -32.8% | +9.5% | -16.3% |
| 1Y | -16.6% | -31.7% | +15.1% | -9.5% |
| All | -16.6% | -33.3% | +16.7% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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