+721.9%
BE vs AMRZ
-17.1%
+739.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -3.2% |
| 7D | -13.4% | +0.2% | -13.6% | -13.3% |
| 30D | -33.9% | +16.2% | -50.1% | -41.0% |
| 3M | -12.0% | -8.9% | -3.0% | -6.8% |
| 6M | -29.0% | -20.1% | -8.8% | -17.5% |
| YTD | +113.4% | -21.3% | +134.7% | +146.8% |
| 1Y | +33.2% | -12.6% | +45.8% | +39.2% |
| All | +721.9% | -17.1% | +739.0% | +808.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling