+17.2%
GPN vs AMRZ
-20.1%
+37.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -4.6% | -7.5% | +2.9% | -1.2% |
| 30D | -0.3% | -12.4% | +12.1% | +5.7% |
| 3M | +35.4% | -22.4% | +57.8% | +50.4% |
| 6M | +21.7% | -29.5% | +51.2% | +40.5% |
| YTD | +14.9% | -24.1% | +39.0% | +28.7% |
| 1Y | +3.2% | -26.3% | +29.5% | +17.3% |
| All | +17.2% | -20.1% | +37.3% | +28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling