+5.1%
GNRC vs AMRZ
-14.5%
+19.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | +1.9% | -1.9% | +3.8% | +2.6% |
| 30D | -13.8% | -16.9% | +3.1% | -7.9% |
| 3M | -32.6% | -19.2% | -13.4% | -27.4% |
| 6M | -15.2% | -29.3% | +14.1% | -4.9% |
| YTD | +37.4% | -18.0% | +55.4% | +43.5% |
| 1Y | +5.1% | -15.1% | +20.2% | +6.2% |
| All | +5.1% | -14.5% | +19.6% | +6.2% |
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