+100.9%
GOOGL vs AMRZ
-19.2%
+120.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | +0.1% | -2.0% |
| 7D | -1.9% | -4.7% | +2.8% | -1.2% |
| 30D | -7.5% | -11.3% | +3.8% | -6.0% |
| 3M | -9.2% | -22.1% | +12.9% | -6.4% |
| 6M | +8.1% | -29.6% | +37.7% | +12.0% |
| YTD | +5.8% | -23.3% | +29.1% | +9.0% |
| 1Y | +38.3% | -23.7% | +62.1% | +40.4% |
| All | +100.9% | -19.2% | +120.1% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling