-51.7%
FIG vs AMRZ
-11.5%
-40.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.2% | 0.0% | +4.8% |
| 7D | -4.7% | +10.3% | -14.9% | -5.1% |
| 30D | +0.5% | +18.7% | -18.1% | -0.3% |
| 3M | -18.4% | -14.6% | -3.8% | -18.5% |
| 6M | +10.9% | -12.9% | +23.8% | +9.9% |
| YTD | -40.8% | -17.4% | -23.4% | -41.7% |
| 1Y | -51.7% | -12.3% | -39.4% | -54.5% |
| All | -51.7% | -11.5% | -40.2% | -54.5% |
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