+21.0%
PL vs AMRZ
-16.6%
+37.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | +10.0% | -2.1% | +12.1% | +10.3% |
| 30D | -2.3% | +13.0% | -15.2% | -3.8% |
| 3M | -44.2% | -12.1% | -32.1% | -43.4% |
| 6M | -66.1% | -19.1% | -47.0% | -65.6% |
| YTD | -30.0% | -23.3% | -6.7% | -32.6% |
| 1Y | +21.0% | -16.6% | +37.6% | +4.9% |
| All | +21.0% | -16.6% | +37.7% | +4.9% |
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