+35.0%
ELV vs AMRZ
-24.2%
+59.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.6% |
| 7D | +2.8% | -7.5% | +10.3% | +3.3% |
| 30D | +4.9% | -12.4% | +17.3% | +5.9% |
| 3M | +4.9% | -22.4% | +27.3% | +6.6% |
| 6M | +45.1% | -29.5% | +74.6% | +49.7% |
| YTD | +20.7% | -24.1% | +44.8% | +21.1% |
| 1Y | +35.0% | -26.3% | +61.3% | +37.8% |
| All | +35.0% | -24.2% | +59.2% | +37.8% |
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