-31.6%
NOW vs AMRZ
-17.3%
-14.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.3% | -0.7% | -5.0% |
| 7D | -6.1% | -2.0% | -4.1% | -6.0% |
| 30D | +7.5% | -9.8% | +17.3% | +7.4% |
| 3M | +17.5% | -17.2% | +34.8% | +16.9% |
| 6M | +7.9% | -26.9% | +34.9% | +7.9% |
| YTD | -12.4% | -21.5% | +9.1% | -13.6% |
| 1Y | -28.6% | -22.9% | -5.7% | -29.8% |
| All | -31.6% | -17.3% | -14.3% | -33.8% |
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