+34.9%
ETSY vs AMRZ
-20.1%
+55.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -4.9% | -7.5% | +2.6% | -3.5% |
| 30D | -8.6% | -12.4% | +3.8% | -6.4% |
| 3M | +4.8% | -22.4% | +27.2% | +9.2% |
| 6M | +38.1% | -29.5% | +67.6% | +46.1% |
| YTD | +31.2% | -24.1% | +55.4% | +38.1% |
| 1Y | +22.1% | -26.3% | +48.4% | +29.4% |
| All | +34.9% | -20.1% | +55.1% | +41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling