-47.6%
NOW vs AMRZ
-17.7%
-29.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +3.9% | +3.1% |
| 7D | -5.6% | -5.5% | -0.1% | -5.8% |
| 30D | -26.8% | +15.6% | -42.4% | -26.6% |
| 3M | -19.4% | -12.1% | -7.3% | -19.3% |
| 6M | +12.3% | -19.4% | +31.8% | +12.1% |
| YTD | -32.9% | -21.9% | -11.1% | -33.6% |
| 1Y | -40.3% | -15.0% | -25.3% | -42.0% |
| All | -47.6% | -17.7% | -29.9% | -49.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling