+1,045.8%
BE vs AMRZ
-20.3%
+1,066.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.1% |
| 7D | +9.7% | -8.1% | +17.9% | +16.2% |
| 30D | +22.4% | -14.8% | +37.2% | +36.8% |
| 3M | +10.4% | -19.7% | +30.1% | +27.3% |
| 6M | +67.9% | -30.8% | +98.7% | +119.9% |
| YTD | +197.5% | -24.3% | +221.8% | +255.2% |
| 1Y | +310.6% | -24.0% | +334.6% | +380.2% |
| All | +1,045.8% | -20.3% | +1,066.1% | +1,206.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling