+50.4%
EWZ vs AMCR
+13.5%
+36.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.8% | +2.5% |
| 7D | +5.6% | -1.8% | +7.4% | +6.1% |
| 30D | +9.3% | -6.0% | +15.3% | +11.1% |
| 3M | +15.7% | +18.9% | -3.2% | +9.5% |
| 6M | +7.4% | +5.7% | +1.8% | +4.7% |
| YTD | +22.7% | +11.1% | +11.6% | +17.4% |
| 1Y | +36.4% | +14.4% | +21.9% | +29.1% |
| 3Y | +50.4% | +13.0% | +37.4% | +39.8% |
| All | +50.4% | +13.5% | +36.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling