+66.0%
DAL vs AMRZ
-17.3%
+83.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | +0.5% |
| 7D | +3.4% | -2.0% | +5.4% | +4.3% |
| 30D | -13.6% | -9.8% | -3.7% | -9.3% |
| 3M | +1.2% | -17.2% | +18.4% | +10.0% |
| 6M | +34.5% | -26.9% | +61.4% | +53.2% |
| YTD | +14.7% | -21.5% | +36.1% | +26.5% |
| 1Y | +29.2% | -22.9% | +52.1% | +41.3% |
| All | +66.0% | -17.3% | +83.3% | +74.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling