+19.6%
CDW vs AMRZ
-16.9%
+36.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | +0.2% |
| 7D | +9.1% | -4.0% | +13.1% | +10.0% |
| 30D | +13.7% | +12.4% | +1.3% | +12.0% |
| 3M | +27.0% | -11.5% | +38.5% | +29.1% |
| 6M | +75.9% | -21.6% | +97.5% | +80.1% |
| YTD | +28.9% | -23.4% | +52.2% | +29.4% |
| 1Y | +19.6% | -17.2% | +36.8% | +16.5% |
| All | +19.6% | -16.9% | +36.5% | +16.5% |
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