+18.7%
HPQ vs AMRZ
-14.5%
+33.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.7% | +2.3% |
| 7D | +6.9% | -1.9% | +8.8% | +7.1% |
| 30D | +14.4% | -16.9% | +31.4% | +16.6% |
| 3M | +25.6% | -19.2% | +44.8% | +28.4% |
| 6M | +75.0% | -29.3% | +104.3% | +84.8% |
| YTD | +50.7% | -18.0% | +68.7% | +48.8% |
| 1Y | +18.7% | -15.1% | +33.7% | +11.4% |
| All | +18.7% | -14.5% | +33.1% | +11.4% |
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