+34.8%
FAST vs AMRZ
-12.3%
+47.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +2.5% |
| 7D | +3.8% | -1.1% | +5.0% | +4.0% |
| 30D | +8.1% | +18.3% | -10.2% | +4.4% |
| 3M | +5.8% | -8.0% | +13.8% | +7.6% |
| 6M | +24.9% | -18.7% | +43.5% | +29.7% |
| YTD | +38.9% | -19.8% | +58.8% | +41.9% |
| All | +34.8% | -12.3% | +47.1% | +33.9% |
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