+8.3%
DIS vs AMRZ
-11.5%
+19.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.2% | -1.0% | +3.0% |
| 7D | +9.1% | +10.3% | -1.2% | +6.6% |
| 30D | +14.8% | +18.7% | -3.9% | +10.4% |
| 3M | +21.2% | -14.6% | +35.8% | +25.1% |
| 6M | +18.3% | -12.9% | +31.2% | +20.8% |
| YTD | +5.4% | -17.4% | +22.7% | +8.0% |
| 1Y | +8.3% | -12.3% | +20.6% | +7.4% |
| All | +8.3% | -11.5% | +19.8% | +7.4% |
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