+795.1%
BE vs AMRZ
-19.3%
+814.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -2.3% |
| 7D | +20.5% | -4.0% | +24.6% | +24.0% |
| 30D | -23.4% | +12.4% | -35.7% | -30.1% |
| 3M | -14.9% | -11.5% | -3.3% | -7.8% |
| 6M | -28.1% | -21.6% | -6.5% | -15.4% |
| YTD | +132.4% | -23.4% | +155.8% | +173.6% |
| 1Y | +59.4% | -17.2% | +76.5% | +74.9% |
| All | +795.1% | -19.3% | +814.4% | +906.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling