+10.0%
O vs AMRZ
-14.3%
+24.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.1% |
| 7D | +0.6% | -5.5% | +6.1% | +1.0% |
| 30D | +9.4% | +15.6% | -6.2% | +8.5% |
| 3M | -2.4% | -12.1% | +9.7% | -2.2% |
| 6M | -1.9% | -19.4% | +17.6% | -1.5% |
| YTD | +10.5% | -21.9% | +32.3% | +10.3% |
| 1Y | +10.0% | -15.0% | +25.0% | +8.1% |
| All | +10.0% | -14.3% | +24.3% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling