+60.3%
HAS vs AMRZ
-13.6%
+74.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.2% |
| 7D | +3.3% | +0.2% | +3.1% | +3.2% |
| 30D | +30.5% | +16.2% | +14.4% | +26.3% |
| 3M | +29.9% | -8.9% | +38.8% | +31.8% |
| 6M | +26.5% | -20.1% | +46.7% | +31.8% |
| YTD | +51.9% | -21.3% | +73.2% | +57.9% |
| All | +60.3% | -13.6% | +74.0% | +61.3% |
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