+16.7%
DIA vs AMRZ
-24.1%
+40.8%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.3% |
| 7D | -1.2% | -4.7% | +3.4% | -0.4% |
| 30D | -2.7% | -11.3% | +8.6% | -0.6% |
| 3M | +3.3% | -22.1% | +25.3% | +7.7% |
| 6M | +10.4% | -29.6% | +40.0% | +16.9% |
| YTD | +10.0% | -23.3% | +33.3% | +14.1% |
| All | +16.7% | -24.1% | +40.8% | +19.2% |
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