+35.5%
FAST vs AMRZ
-13.9%
+49.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | +4.8% | +0.2% | +4.6% | +4.7% |
| 30D | +8.6% | +16.2% | -7.6% | +5.3% |
| 3M | +5.7% | -8.9% | +14.6% | +7.7% |
| 6M | +25.5% | -20.1% | +45.6% | +30.9% |
| YTD | +39.6% | -21.3% | +60.9% | +43.1% |
| 1Y | +35.5% | -12.6% | +48.1% | +35.0% |
| All | +35.5% | -13.9% | +49.4% | +35.0% |
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