+310.6%
BE vs AMRZ
-25.1%
+335.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.1% |
| 7D | +9.7% | -8.1% | +17.9% | +16.3% |
| 30D | +22.4% | -14.8% | +37.2% | +36.9% |
| 3M | +10.4% | -19.7% | +30.1% | +27.3% |
| 6M | +67.9% | -30.8% | +98.7% | +121.5% |
| YTD | +197.5% | -24.3% | +221.8% | +250.8% |
| 1Y | +310.6% | -24.0% | +334.6% | +378.7% |
| All | +310.6% | -25.1% | +335.7% | +378.7% |
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 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