+26.0%
C vs AMRZ
-11.5%
+37.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +0.1% |
| 7D | +1.1% | +10.3% | -9.2% | -2.0% |
| 30D | -2.4% | +18.7% | -21.1% | -7.6% |
| 3M | -8.4% | -14.6% | +6.3% | -4.0% |
| 6M | +0.3% | -12.9% | +13.2% | +3.3% |
| YTD | +9.1% | -17.4% | +26.5% | +12.3% |
| 1Y | +26.0% | -12.3% | +38.4% | +26.6% |
| All | +26.0% | -11.5% | +37.6% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling