+0.1%
PPL vs AMRZ
-13.9%
+14.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.8% | +0.2% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | +4.3% | +16.2% | -11.9% | +3.5% |
| 3M | +2.9% | -8.9% | +11.9% | +3.2% |
| 6M | +1.1% | -20.1% | +21.2% | +1.9% |
| YTD | +4.5% | -21.3% | +25.7% | +6.0% |
| 1Y | +0.1% | -12.6% | +12.7% | +1.1% |
| All | +0.1% | -13.9% | +14.0% | +1.1% |
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