+75.4%
HAS vs AMRZ
-17.5%
+92.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.1% |
| 7D | -0.2% | +1.2% | -1.3% | -0.4% |
| 30D | +31.0% | +15.1% | +16.0% | +27.1% |
| 3M | +30.7% | -18.1% | +48.7% | +35.3% |
| 6M | +23.9% | -23.5% | +47.4% | +30.3% |
| YTD | +48.3% | -21.6% | +69.9% | +54.4% |
| 1Y | +60.2% | -14.7% | +75.0% | +63.1% |
| All | +75.4% | -17.5% | +92.8% | +79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling