-25.3%
PYPL vs AMRZ
-17.3%
-8.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.0% | -2.4% |
| 7D | +1.7% | -2.0% | +3.7% | +2.2% |
| 30D | -9.7% | -9.8% | +0.1% | -8.0% |
| 3M | +29.2% | -17.2% | +46.4% | +33.5% |
| 6M | +13.9% | -26.9% | +40.8% | +20.1% |
| YTD | -8.1% | -21.5% | +13.4% | -4.9% |
| 1Y | -21.4% | -22.9% | +1.5% | -18.9% |
| All | -25.3% | -17.3% | -8.0% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling