+388.8%
DELL vs AMRZ
-20.1%
+408.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | -7.5% | +15.8% | +10.1% |
| 30D | +17.1% | -12.4% | +29.5% | +20.5% |
| 3M | +45.2% | -22.4% | +67.5% | +52.1% |
| 6M | +286.8% | -29.5% | +316.3% | +313.6% |
| YTD | +354.8% | -24.1% | +378.9% | +379.4% |
| 1Y | +358.3% | -26.3% | +384.5% | +367.3% |
| All | +388.8% | -20.1% | +408.9% | +398.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling