-32.9%
HDB vs AMRZ
-11.5%
-21.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.2% | +0.4% | +4.0% |
| 7D | +12.9% | +10.3% | +2.6% | +9.8% |
| 30D | +10.0% | +18.7% | -8.6% | +4.7% |
| 3M | +1.8% | -14.6% | +16.5% | +5.7% |
| 6M | -2.1% | -12.9% | +10.8% | +0.6% |
| YTD | -33.4% | -17.4% | -16.1% | -29.9% |
| 1Y | -32.9% | -12.3% | -20.6% | -28.3% |
| All | -32.9% | -11.5% | -21.4% | -28.3% |
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