+52.3%
GM vs AMRZ
-14.5%
+66.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.1% | +0.8% |
| 7D | +1.7% | -1.9% | +3.6% | +2.4% |
| 30D | -1.6% | -16.9% | +15.4% | +4.7% |
| 3M | +5.7% | -19.2% | +24.9% | +13.1% |
| 6M | +12.2% | -29.3% | +41.4% | +24.0% |
| YTD | +8.4% | -18.0% | +26.4% | +14.2% |
| 1Y | +52.3% | -15.1% | +67.4% | +55.6% |
| All | +52.3% | -14.5% | +66.8% | +55.6% |
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