+62.4%
EWY vs AMRZ
-11.5%
+73.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.2% | -7.1% | -4.0% |
| 7D | -8.3% | +10.3% | -18.6% | -12.2% |
| 30D | -20.5% | +18.7% | -39.2% | -26.5% |
| 3M | -11.1% | -14.6% | +3.5% | -5.0% |
| 6M | -7.0% | -12.9% | +5.9% | -1.9% |
| YTD | +56.5% | -17.4% | +73.8% | +71.3% |
| 1Y | +62.4% | -12.3% | +74.7% | +75.8% |
| All | +62.4% | -11.5% | +73.9% | +75.8% |
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