+197.3%
DELL vs AMRZ
-19.2%
+216.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.1% | -7.3% | -7.2% |
| 7D | +4.9% | -2.1% | +7.0% | +5.3% |
| 30D | -32.1% | +13.0% | -45.0% | -34.0% |
| 3M | -30.2% | -12.1% | -18.1% | -28.3% |
| 6M | +41.7% | -19.1% | +60.8% | +47.0% |
| YTD | +176.6% | -23.3% | +199.8% | +190.7% |
| 1Y | +159.9% | -16.6% | +176.5% | +170.1% |
| All | +197.3% | -19.2% | +216.4% | +202.3% |
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 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