+122.6%
PSX vs AMRZ
-17.3%
+139.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.9% | +1.4% |
| 7D | +2.8% | -2.0% | +4.8% | +2.7% |
| 30D | +27.8% | -9.8% | +37.6% | +27.1% |
| 3M | +42.0% | -17.2% | +59.3% | +40.7% |
| 6M | +58.1% | -26.9% | +85.0% | +57.5% |
| YTD | +105.0% | -21.5% | +126.5% | +100.4% |
| 1Y | +104.9% | -22.9% | +127.8% | +101.3% |
| All | +122.6% | -17.3% | +139.9% | +113.6% |
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 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