+55.3%
NVDA vs AMRZ
-19.2%
+74.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.6% |
| 7D | -0.3% | -4.7% | +4.3% | +0.4% |
| 30D | +2.8% | -11.3% | +14.1% | +4.6% |
| 3M | +7.4% | -22.1% | +29.5% | +11.2% |
| 6M | +22.6% | -29.6% | +52.2% | +28.3% |
| YTD | +20.1% | -23.3% | +43.4% | +25.0% |
| 1Y | +31.2% | -23.7% | +54.9% | +35.0% |
| All | +55.3% | -19.2% | +74.6% | +60.2% |
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 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