+25.3%
PFE vs AMRZ
-20.3%
+45.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | -4.0% | -8.1% | +4.1% | -3.2% |
| 30D | +3.9% | -14.8% | +18.7% | +5.5% |
| 3M | +9.9% | -19.7% | +29.6% | +11.8% |
| 6M | +5.3% | -30.8% | +36.1% | +9.2% |
| YTD | +16.8% | -24.3% | +41.1% | +18.6% |
| 1Y | +20.4% | -24.0% | +44.5% | +21.5% |
| All | +25.3% | -20.3% | +45.5% | +25.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling