-55.8%
FIG vs AMRZ
-14.5%
-41.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -3.9% | -4.3% |
| 7D | -16.3% | -1.9% | -14.4% | -16.2% |
| 30D | -14.3% | -16.9% | +2.6% | -12.9% |
| 3M | +7.2% | -19.2% | +26.3% | +8.7% |
| 6M | -18.6% | -29.3% | +10.7% | -13.7% |
| YTD | -35.5% | -18.0% | -17.5% | -36.0% |
| 1Y | -55.8% | -15.1% | -40.7% | -59.1% |
| All | -55.8% | -14.5% | -41.3% | -59.1% |
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