+55.3%
BE vs AMRZ
-11.5%
+66.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.2% | -11.6% | -9.0% |
| 7D | -12.1% | +10.3% | -22.4% | -17.3% |
| 30D | -30.1% | +18.7% | -48.8% | -37.2% |
| 3M | -12.1% | -14.6% | +2.5% | -3.5% |
| 6M | -30.6% | -12.9% | -17.7% | -25.3% |
| YTD | +130.6% | -17.4% | +148.0% | +155.3% |
| 1Y | +55.3% | -12.3% | +67.6% | +77.1% |
| All | +55.3% | -11.5% | +66.8% | +77.1% |
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