+117.2%
MPC vs AMRZ
-11.5%
+128.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.2% | -13.3% | -7.0% |
| 7D | -10.9% | +10.3% | -21.2% | -8.9% |
| 30D | -9.4% | +18.7% | -28.1% | -6.1% |
| 3M | +26.0% | -14.6% | +40.6% | +24.2% |
| 6M | +56.5% | -12.9% | +69.4% | +55.5% |
| YTD | +144.3% | -17.4% | +161.6% | +137.0% |
| 1Y | +117.2% | -12.3% | +129.5% | +113.2% |
| All | +117.2% | -11.5% | +128.7% | +113.2% |
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