+104.7%
FLEX vs AMRZ
-22.6%
+127.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.3% | +8.7% | +6.2% |
| 7D | +7.0% | -2.0% | +9.0% | +7.7% |
| 30D | -5.8% | -9.8% | +4.0% | -1.7% |
| 3M | -24.2% | -17.2% | -7.0% | -18.9% |
| 6M | +90.8% | -26.9% | +117.7% | +114.2% |
| YTD | +89.2% | -21.5% | +110.7% | +108.3% |
| 1Y | +104.7% | -22.9% | +127.6% | +112.4% |
| All | +104.7% | -22.6% | +127.3% | +112.4% |
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