-47.9%
NOW vs AMRZ
-19.2%
-28.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.6% |
| 7D | +0.3% | -2.1% | +2.4% | +0.2% |
| 30D | -27.0% | +13.0% | -39.9% | -26.8% |
| 3M | -19.6% | -12.1% | -7.5% | -19.6% |
| 6M | +17.5% | -19.1% | +36.6% | +17.1% |
| YTD | -33.3% | -23.3% | -10.0% | -34.0% |
| 1Y | -39.8% | -16.6% | -23.3% | -41.5% |
| All | -47.9% | -19.2% | -28.7% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling