+72.9%
PBR vs AMRZ
-11.5%
+84.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.2% | -12.2% | -6.0% |
| 7D | -11.0% | +10.3% | -21.3% | -9.3% |
| 30D | -18.8% | +18.7% | -37.4% | -16.3% |
| 3M | +7.8% | -14.6% | +22.5% | +6.2% |
| 6M | -7.6% | -12.9% | +5.3% | -8.3% |
| YTD | +72.7% | -17.4% | +90.0% | +69.9% |
| 1Y | +72.9% | -12.3% | +85.3% | +74.0% |
| All | +72.9% | -11.5% | +84.5% | +74.0% |
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