+57.9%
BP vs AMRZ
-17.3%
+75.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.3% | +6.7% | +1.7% |
| 7D | +0.9% | -2.0% | +2.9% | +0.6% |
| 30D | +9.1% | -9.8% | +19.0% | +7.4% |
| 3M | +3.9% | -17.2% | +21.1% | +1.2% |
| 6M | +13.6% | -26.9% | +40.6% | +10.1% |
| YTD | +34.0% | -21.5% | +55.5% | +29.9% |
| 1Y | +39.2% | -22.9% | +62.1% | +35.2% |
| All | +57.9% | -17.3% | +75.2% | +52.7% |
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 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