+32.8%
PM vs AMRZ
-16.6%
+49.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.0% | +1.2% |
| 7D | +0.5% | -2.1% | +2.6% | +0.6% |
| 30D | -3.2% | +13.0% | -16.2% | -3.4% |
| 3M | +6.2% | -12.1% | +18.3% | +6.9% |
| 6M | +7.7% | -19.1% | +26.8% | +8.6% |
| YTD | +27.3% | -23.3% | +50.5% | +28.2% |
| 1Y | +32.8% | -16.6% | +49.4% | +32.6% |
| All | +32.8% | -16.6% | +49.4% | +32.6% |
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