+21.7%
P vs AMRZ
-14.3%
+36.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.5% |
| 7D | -4.7% | -5.5% | +0.7% | -4.2% |
| 30D | -31.4% | +15.6% | -47.1% | -32.5% |
| 3M | -2.6% | -12.1% | +9.5% | -0.7% |
| 6M | +21.9% | -19.4% | +41.4% | +24.6% |
| YTD | +58.9% | -21.9% | +80.8% | +59.8% |
| 1Y | +21.7% | -15.0% | +36.8% | +29.8% |
| All | +21.7% | -14.3% | +36.0% | +29.8% |
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