+1,128.8%
BE vs AMRZ
-17.3%
+1,146.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.3% | +13.9% | +12.7% |
| 7D | +29.8% | -2.0% | +31.8% | +31.2% |
| 30D | +26.4% | -9.8% | +36.2% | +35.3% |
| 3M | +9.3% | -17.2% | +26.5% | +23.7% |
| 6M | +105.1% | -26.9% | +132.0% | +157.9% |
| YTD | +219.0% | -21.5% | +240.5% | +270.8% |
| 1Y | +418.8% | -22.9% | +441.6% | +499.1% |
| All | +1,128.8% | -17.3% | +1,146.1% | +1,264.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling