+32.8%
ETSY vs AMRZ
-20.3%
+53.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.8% |
| 7D | -12.7% | -8.1% | -4.6% | -11.3% |
| 30D | -9.9% | -14.8% | +4.9% | -7.3% |
| 3M | +4.2% | -19.7% | +23.9% | +7.9% |
| 6M | +34.2% | -30.8% | +65.0% | +42.4% |
| YTD | +29.1% | -24.3% | +53.4% | +36.0% |
| 1Y | +23.8% | -24.0% | +47.8% | +30.5% |
| All | +32.8% | -20.3% | +53.0% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling