+13.6%
AVTR vs AMRZ
-17.3%
+30.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.3% | +6.1% | +2.9% |
| 7D | +7.4% | -2.0% | +9.4% | +7.9% |
| 30D | +12.2% | -9.8% | +22.1% | +15.0% |
| 3M | +57.4% | -17.2% | +74.6% | +64.2% |
| 6M | +86.7% | -26.9% | +113.6% | +100.6% |
| YTD | +33.1% | -21.5% | +54.5% | +41.0% |
| 1Y | +16.1% | -22.9% | +39.0% | +23.9% |
| All | +13.6% | -17.3% | +30.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling