+60.5%
GWW vs AMRZ
-16.6%
+77.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +3.6% | -2.1% | +5.6% | +4.0% |
| 30D | +12.1% | +13.0% | -0.8% | +9.6% |
| 3M | +12.9% | -12.1% | +25.0% | +15.8% |
| 6M | +19.3% | -19.1% | +38.4% | +23.8% |
| YTD | +48.7% | -23.3% | +72.0% | +53.3% |
| 1Y | +60.5% | -16.6% | +77.1% | +59.5% |
| All | +60.5% | -16.6% | +77.1% | +59.5% |
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