+61.6%
BEN vs AMRZ
-17.3%
+78.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.0% | +0.9% |
| 7D | +4.7% | -2.0% | +6.7% | +5.2% |
| 30D | +2.6% | -9.8% | +12.4% | +5.3% |
| 3M | +11.5% | -17.2% | +28.7% | +16.3% |
| 6M | +35.3% | -26.9% | +62.3% | +45.2% |
| YTD | +48.6% | -21.5% | +70.1% | +56.3% |
| 1Y | +46.7% | -22.9% | +69.6% | +53.2% |
| All | +61.6% | -17.3% | +78.9% | +66.2% |
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