+22.2%
EME vs AMRZ
-24.2%
+46.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.3% |
| 7D | +3.5% | -7.5% | +11.0% | +5.5% |
| 30D | -6.3% | -12.4% | +6.1% | -3.2% |
| 3M | -3.8% | -22.4% | +18.6% | +2.1% |
| 6M | +8.5% | -29.5% | +38.0% | +17.8% |
| YTD | +27.8% | -24.1% | +52.0% | +32.3% |
| 1Y | +22.2% | -26.3% | +48.5% | +26.6% |
| All | +22.2% | -24.2% | +46.4% | +26.6% |
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