+22.2%
MGY vs AMRZ
-20.1%
+42.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +3.5% | -7.5% | +11.1% | +2.8% |
| 30D | +5.3% | -12.4% | +17.7% | +4.0% |
| 3M | +2.6% | -22.4% | +25.0% | +0.7% |
| 6M | -3.3% | -29.5% | +26.2% | -4.0% |
| YTD | +29.2% | -24.1% | +53.4% | +25.7% |
| 1Y | +18.0% | -26.3% | +44.3% | +14.4% |
| All | +22.2% | -20.1% | +42.3% | +15.5% |
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 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