+47.9%
DE vs AMRZ
-14.5%
+62.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +10.0% | -1.9% | +11.9% | +10.4% |
| 30D | +13.3% | -16.9% | +30.3% | +17.6% |
| 3M | +17.5% | -19.2% | +36.7% | +22.3% |
| 6M | +13.6% | -29.3% | +42.9% | +20.5% |
| YTD | +49.8% | -18.0% | +67.8% | +54.2% |
| 1Y | +47.9% | -15.1% | +62.9% | +50.3% |
| All | +47.9% | -14.5% | +62.3% | +50.3% |
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