+14.9%
DIA vs AMRZ
-11.5%
+26.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.1% | +2.1% |
| 7D | +1.6% | +10.3% | -8.7% | -0.3% |
| 30D | +4.1% | +18.7% | -14.6% | +0.7% |
| 3M | -1.0% | -14.6% | +13.6% | +1.7% |
| 6M | +9.7% | -12.9% | +22.5% | +11.7% |
| YTD | +12.2% | -17.4% | +29.5% | +14.2% |
| 1Y | +14.9% | -12.3% | +27.2% | +14.7% |
| All | +14.9% | -11.5% | +26.4% | +14.7% |
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