+401.4%
INTC vs AMRZ
-19.2%
+420.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.3% |
| 7D | +18.0% | -4.7% | +22.6% | +19.2% |
| 30D | +8.9% | -11.3% | +20.2% | +12.3% |
| 3M | -1.6% | -22.1% | +20.5% | +5.1% |
| 6M | +133.1% | -29.6% | +162.7% | +153.1% |
| YTD | +187.9% | -23.3% | +211.2% | +208.7% |
| 1Y | +334.7% | -23.7% | +358.4% | +370.2% |
| All | +401.4% | -19.2% | +420.6% | +419.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling