+77.8%
HAS vs AMRZ
-19.2%
+97.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +1.4% | -2.1% | +3.5% | +1.9% |
| 30D | +26.3% | +13.0% | +13.3% | +23.0% |
| 3M | +25.6% | -12.1% | +37.7% | +28.5% |
| 6M | +30.3% | -19.1% | +49.4% | +35.1% |
| YTD | +50.4% | -23.3% | +73.6% | +57.2% |
| 1Y | +57.7% | -16.6% | +74.3% | +61.4% |
| All | +77.8% | -19.2% | +97.0% | +83.1% |
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