+55.3%
B vs AMRZ
-22.6%
+77.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | 0.0% |
| 7D | +2.3% | -2.0% | +4.3% | +3.0% |
| 30D | +1.4% | -9.8% | +11.2% | +4.8% |
| 3M | +12.2% | -17.2% | +29.4% | +18.9% |
| 6M | -2.1% | -26.9% | +24.8% | +7.7% |
| YTD | +2.9% | -21.5% | +24.4% | +12.2% |
| 1Y | +55.3% | -22.9% | +78.2% | +57.2% |
| All | +55.3% | -22.6% | +77.9% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling