-21.4%
NOW vs AMRZ
-14.5%
-6.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.5% | -3.0% |
| 7D | -2.4% | -1.9% | -0.5% | -2.5% |
| 30D | +20.5% | -16.9% | +37.4% | +19.6% |
| 3M | +18.3% | -19.2% | +37.5% | +17.5% |
| 6M | +24.1% | -29.3% | +53.3% | +23.7% |
| YTD | -7.8% | -18.0% | +10.2% | -9.5% |
| 1Y | -21.4% | -15.1% | -6.3% | -24.3% |
| All | -21.4% | -14.5% | -6.9% | -24.3% |
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