+83.9%
DAL vs AMRZ
-17.5%
+101.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +3.1% |
| 7D | +8.8% | +1.2% | +7.6% | +8.3% |
| 30D | +5.4% | +15.1% | -9.7% | -1.4% |
| 3M | -4.9% | -18.1% | +13.1% | +4.1% |
| 6M | +19.8% | -23.5% | +43.3% | +34.4% |
| YTD | +27.0% | -21.6% | +48.6% | +40.2% |
| 1Y | +52.5% | -14.7% | +67.2% | +62.6% |
| All | +83.9% | -17.5% | +101.3% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling