+62.1%
DAL vs AMRZ
-11.5%
+73.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.2% | +2.0% | +4.4% |
| 7D | +11.1% | +10.3% | +0.8% | +5.5% |
| 30D | +7.7% | +18.7% | -11.0% | -1.5% |
| 3M | -3.5% | -14.6% | +11.1% | +4.0% |
| 6M | +31.3% | -12.9% | +44.2% | +39.2% |
| YTD | +30.0% | -17.4% | +47.3% | +39.7% |
| 1Y | +62.1% | -12.3% | +74.4% | +68.2% |
| All | +62.1% | -11.5% | +73.6% | +68.2% |
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 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