+30.1%
PCAR vs AMRZ
-14.5%
+44.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.5% | -1.9% | +1.4% | 0.0% |
| 30D | -6.2% | -16.9% | +10.7% | -1.2% |
| 3M | +5.9% | -19.2% | +25.1% | +12.2% |
| 6M | +0.4% | -29.3% | +29.7% | +9.4% |
| YTD | +14.8% | -18.0% | +32.8% | +20.5% |
| 1Y | +30.1% | -15.1% | +45.2% | +35.2% |
| All | +30.1% | -14.5% | +44.6% | +35.2% |
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