-5.5%
GTLB vs AMRZ
-24.2%
+18.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -5.7% | -7.5% | +1.8% | -5.6% |
| 30D | +15.1% | -12.4% | +27.5% | +15.3% |
| 3M | +65.5% | -22.4% | +87.8% | +65.4% |
| 6M | +102.9% | -29.5% | +132.4% | +103.8% |
| YTD | +25.2% | -24.1% | +49.4% | +23.8% |
| 1Y | -5.5% | -26.3% | +20.7% | -4.5% |
| All | -5.5% | -24.2% | +18.7% | -4.5% |
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