+361.2%
DELL vs AMRZ
-19.2%
+380.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.8% |
| 7D | +8.7% | -4.7% | +13.4% | +9.8% |
| 30D | +16.9% | -11.3% | +28.2% | +19.8% |
| 3M | +40.4% | -22.1% | +62.5% | +47.0% |
| 6M | +267.1% | -29.6% | +296.7% | +292.6% |
| YTD | +329.1% | -23.3% | +352.4% | +351.1% |
| 1Y | +346.9% | -23.7% | +370.6% | +355.9% |
| All | +361.2% | -19.2% | +380.4% | +369.1% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling