+8.6%
GTLB vs AMRZ
-16.6%
+25.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.8% | +1.0% |
| 7D | -0.7% | -2.1% | +1.3% | -0.8% |
| 30D | -10.2% | +13.0% | -23.2% | -9.7% |
| 3M | +10.1% | -12.1% | +22.2% | +10.0% |
| 6M | +116.5% | -19.1% | +135.6% | +115.0% |
| YTD | +27.2% | -23.3% | +50.4% | +25.7% |
| 1Y | +8.6% | -16.6% | +25.1% | +12.4% |
| All | +8.6% | -16.6% | +25.2% | +12.4% |
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