+24.2%
LUV vs AMRZ
-20.3%
+44.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.7% |
| 7D | -0.1% | -8.1% | +8.0% | +4.3% |
| 30D | -14.6% | -14.8% | +0.2% | -7.3% |
| 3M | -5.7% | -19.7% | +14.0% | +5.1% |
| 6M | -8.4% | -30.8% | +22.4% | +8.8% |
| YTD | -5.1% | -24.3% | +19.2% | +8.5% |
| 1Y | +26.6% | -24.0% | +50.6% | +43.3% |
| All | +24.2% | -20.3% | +44.5% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling