+44.2%
EOG vs AMRZ
-11.5%
+55.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.2% | -10.4% | -4.1% |
| 7D | -8.6% | +10.3% | -18.9% | -6.5% |
| 30D | +2.8% | +18.7% | -15.9% | +6.6% |
| 3M | +3.2% | -14.6% | +17.8% | +0.2% |
| 6M | +5.3% | -12.9% | +18.2% | +3.2% |
| YTD | +44.5% | -17.4% | +61.9% | +39.1% |
| 1Y | +44.2% | -12.3% | +56.5% | +37.2% |
| All | +44.2% | -11.5% | +55.7% | +37.2% |
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