+27.2%
P vs AMRZ
-22.6%
+49.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.9% | +2.3% |
| 7D | +7.8% | -2.0% | +9.9% | +8.2% |
| 30D | +12.3% | -9.8% | +22.2% | +14.1% |
| 3M | +37.1% | -17.2% | +54.3% | +40.0% |
| 6M | +66.1% | -26.9% | +93.0% | +73.2% |
| YTD | +50.9% | -21.5% | +72.4% | +52.4% |
| 1Y | +27.2% | -22.9% | +50.1% | +26.1% |
| All | +27.2% | -22.6% | +49.8% | +26.1% |
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