-12.6%
AMRZ vs WING
-28.4%
+15.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | -1.1% |
| 7D | +0.2% | +5.0% | -4.7% | -0.6% |
| 30D | +16.2% | +38.7% | -22.5% | +10.0% |
| 3M | -8.9% | +44.7% | -53.6% | -14.8% |
| 6M | -20.1% | +31.5% | -51.6% | -24.1% |
| YTD | -21.3% | -28.4% | +7.1% | -15.1% |
| 1Y | -12.6% | -28.2% | +15.5% | -6.5% |
| All | -12.6% | -28.4% | +15.8% | -6.5% |
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