-48.7%
NOW vs AMRZ
-19.3%
-29.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.1% |
| 7D | -1.7% | -4.0% | +2.4% | -1.8% |
| 30D | -27.4% | +12.4% | -39.8% | -27.2% |
| 3M | -19.4% | -11.5% | -7.9% | -19.3% |
| 6M | +13.1% | -21.6% | +34.7% | +12.9% |
| YTD | -34.3% | -23.4% | -10.9% | -35.0% |
| 1Y | -41.8% | -17.2% | -24.6% | -43.4% |
| All | -48.7% | -19.3% | -29.4% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling