+71.8%
GH vs AMRZ
-11.5%
+83.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.2% | -8.9% | -3.9% |
| 7D | -7.7% | +10.3% | -18.0% | -8.4% |
| 30D | -10.0% | +18.7% | -28.6% | -11.2% |
| 3M | +5.5% | -14.6% | +20.1% | +7.6% |
| 6M | +84.9% | -12.9% | +97.8% | +87.2% |
| YTD | +65.0% | -17.4% | +82.4% | +71.2% |
| 1Y | +71.8% | -12.3% | +84.1% | +78.7% |
| All | +71.8% | -11.5% | +83.3% | +78.7% |
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