+84.9%
EWT vs AMRZ
-24.2%
+109.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -1.1% | -7.5% | +6.4% | +1.0% |
| 30D | +4.5% | -12.4% | +16.9% | +8.2% |
| 3M | +8.3% | -22.4% | +30.6% | +15.6% |
| 6M | +54.2% | -29.5% | +83.8% | +67.4% |
| YTD | +74.6% | -24.1% | +98.7% | +86.4% |
| 1Y | +84.9% | -26.3% | +111.2% | +97.8% |
| All | +84.9% | -24.2% | +109.1% | +97.8% |
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