-3.0%
CDW vs AMRZ
-15.6%
+12.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.6% | +4.3% |
| 7D | +9.3% | -1.1% | +10.4% | +9.6% |
| 30D | +15.8% | +18.3% | -2.5% | +12.1% |
| 3M | +21.8% | -8.0% | +29.8% | +23.4% |
| 6M | +58.8% | -18.7% | +77.4% | +63.3% |
| YTD | +22.8% | -19.8% | +42.6% | +24.6% |
| 1Y | +17.9% | -12.3% | +30.2% | +15.4% |
| All | -3.0% | -15.6% | +12.6% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling