+62.0%
BEN vs AMRZ
-13.6%
+75.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | +0.2% | -1.9% | +2.1% | +0.7% |
| 30D | -0.5% | -16.9% | +16.4% | +4.3% |
| 3M | +9.7% | -19.2% | +28.9% | +15.3% |
| 6M | +33.9% | -29.3% | +63.2% | +44.5% |
| YTD | +49.0% | -18.0% | +66.9% | +54.9% |
| 1Y | +42.1% | -15.1% | +57.2% | +45.6% |
| All | +62.0% | -13.6% | +75.6% | +64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling