+30.2%
HWM vs AMRZ
-24.7%
+54.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.2% |
| 7D | -8.0% | -4.7% | -3.4% | -6.5% |
| 30D | -18.0% | -11.3% | -6.7% | -15.0% |
| 3M | -9.5% | -22.1% | +12.6% | -3.2% |
| 6M | -8.4% | -29.6% | +21.2% | -0.2% |
| YTD | +13.6% | -23.3% | +36.9% | +21.4% |
| 1Y | +30.2% | -23.7% | +54.0% | +36.5% |
| All | +30.2% | -24.7% | +54.9% | +36.5% |
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