+0.8%
META vs AMRZ
-11.5%
+12.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.2% | -3.7% | 0.0% |
| 7D | +2.9% | +10.3% | -7.4% | -0.1% |
| 30D | -15.1% | +18.7% | -33.8% | -19.4% |
| 3M | +7.2% | -14.6% | +21.9% | +12.5% |
| 6M | +3.4% | -12.9% | +16.3% | +6.6% |
| YTD | -4.3% | -17.4% | +13.0% | +0.2% |
| 1Y | +0.8% | -12.3% | +13.1% | +2.4% |
| All | +0.8% | -11.5% | +12.3% | +2.4% |
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