+5.7%
DIS vs AMRZ
-14.3%
+20.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.5% |
| 7D | +0.6% | -5.5% | +6.1% | +1.9% |
| 30D | +10.3% | +15.6% | -5.4% | +6.8% |
| 3M | +15.6% | -12.1% | +27.7% | +18.7% |
| 6M | +15.1% | -19.4% | +34.6% | +19.6% |
| YTD | +6.0% | -21.9% | +27.8% | +9.9% |
| 1Y | +5.7% | -15.0% | +20.7% | +6.1% |
| All | +5.7% | -14.3% | +20.0% | +6.1% |
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