-4.9%
EQT vs AMRZ
-11.5%
+6.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.4% | -3.0% |
| 7D | -6.6% | +10.3% | -16.9% | -6.3% |
| 30D | +2.7% | +18.7% | -15.9% | +3.1% |
| 3M | -0.2% | -14.6% | +14.5% | -0.8% |
| 6M | -10.6% | -12.9% | +2.3% | -10.9% |
| YTD | -1.2% | -17.4% | +16.2% | -2.5% |
| 1Y | -4.9% | -12.3% | +7.5% | -8.4% |
| All | -4.9% | -11.5% | +6.7% | -8.4% |
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