+31.6%
HPQ vs AMRZ
-24.2%
+55.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.4% |
| 7D | +9.8% | -7.5% | +17.3% | +10.7% |
| 30D | +22.4% | -12.4% | +34.8% | +24.0% |
| 3M | +45.2% | -22.4% | +67.5% | +48.5% |
| 6M | +96.4% | -29.5% | +126.0% | +104.2% |
| YTD | +65.4% | -24.1% | +89.5% | +64.4% |
| 1Y | +31.6% | -26.3% | +57.8% | +27.0% |
| All | +31.6% | -24.2% | +55.8% | +27.0% |
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