+5.7%
BTDR vs AMRZ
-20.3%
+26.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -5.8% |
| 7D | -3.2% | -8.1% | +4.9% | +1.0% |
| 30D | +32.7% | -14.8% | +47.5% | +43.6% |
| 3M | -28.4% | -19.7% | -8.6% | -20.0% |
| 6M | +51.7% | -30.8% | +82.5% | +79.1% |
| YTD | +2.9% | -24.3% | +27.2% | +18.1% |
| 1Y | -15.5% | -24.0% | +8.6% | -4.9% |
| All | +5.7% | -20.3% | +26.0% | +17.2% |
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 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