+24.3%
P vs AMRZ
-16.9%
+41.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.9% | +5.3% | +3.5% |
| 7D | +17.8% | -4.0% | +21.9% | +18.2% |
| 30D | -29.9% | +12.4% | -42.3% | -30.8% |
| 3M | -1.2% | -11.5% | +10.3% | +0.6% |
| 6M | +32.1% | -21.6% | +53.7% | +35.4% |
| YTD | +64.3% | -23.4% | +87.7% | +65.5% |
| 1Y | +24.3% | -17.2% | +41.4% | +29.9% |
| All | +24.3% | -16.9% | +41.2% | +29.9% |
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