+65.2%
ETSY vs AMRZ
-11.5%
+76.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +5.2% | +1.9% | +5.4% |
| 7D | +4.2% | +10.3% | -6.1% | +1.2% |
| 30D | +35.8% | +18.7% | +17.1% | +29.1% |
| 3M | +11.4% | -14.6% | +26.0% | +15.3% |
| 6M | +50.3% | -12.9% | +63.2% | +53.1% |
| YTD | +73.6% | -17.4% | +90.9% | +77.5% |
| 1Y | +65.2% | -12.3% | +77.5% | +58.3% |
| All | +65.2% | -11.5% | +76.7% | +58.3% |
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