+69.9%
PR vs AMRZ
-13.9%
+83.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +0.6% |
| 7D | -9.5% | +0.2% | -9.7% | -9.3% |
| 30D | -5.7% | +16.2% | -21.9% | -3.2% |
| 3M | +3.0% | -8.9% | +11.9% | +2.0% |
| 6M | +11.8% | -20.1% | +31.9% | +9.6% |
| YTD | +58.5% | -21.3% | +79.7% | +54.8% |
| 1Y | +69.9% | -12.6% | +82.5% | +62.4% |
| All | +69.9% | -13.9% | +83.8% | +62.4% |
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