+171.1%
PL vs AMRZ
-15.6%
+186.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +2.3% | +12.2% | +14.1% |
| 7D | +10.9% | -1.1% | +12.0% | +11.1% |
| 30D | -16.4% | +18.3% | -34.6% | -19.2% |
| 3M | -39.9% | -8.0% | -32.0% | -39.0% |
| 6M | -63.2% | -18.7% | -44.5% | -62.0% |
| YTD | -27.1% | -19.8% | -7.3% | -26.9% |
| 1Y | +12.2% | -12.3% | +24.5% | +8.9% |
| All | +171.1% | -15.6% | +186.7% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling