+14.5%
NET vs AMRZ
-11.5%
+26.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.2% | -7.8% | -2.3% |
| 7D | -16.4% | +10.3% | -26.7% | -16.1% |
| 30D | -25.8% | +18.7% | -44.5% | -25.6% |
| 3M | -11.5% | -14.6% | +3.1% | -10.9% |
| 6M | +18.9% | -12.9% | +31.8% | +19.2% |
| YTD | +35.2% | -17.4% | +52.6% | +32.7% |
| 1Y | +14.5% | -12.3% | +26.8% | +9.9% |
| All | +14.5% | -11.5% | +26.0% | +9.9% |
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