+360.5%
BE vs AMRZ
-14.5%
+375.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.7% |
| 7D | +20.0% | -1.9% | +21.9% | +21.7% |
| 30D | +7.9% | -16.9% | +24.8% | +23.3% |
| 3M | -13.2% | -19.2% | +6.0% | +0.8% |
| 6M | +53.5% | -29.3% | +82.7% | +100.2% |
| YTD | +191.0% | -18.0% | +209.0% | +226.5% |
| 1Y | +360.5% | -15.1% | +375.6% | +395.2% |
| All | +360.5% | -14.5% | +375.0% | +395.2% |
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