+26.7%
Q vs AMRZ
-11.2%
+37.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +0.2% | -1.9% | +2.1% | +1.1% |
| 30D | -11.1% | -16.9% | +5.8% | -3.6% |
| 3M | -22.1% | -19.2% | -2.9% | -14.8% |
| 6M | +0.5% | -29.3% | +29.8% | +16.0% |
| YTD | +47.8% | -18.0% | +65.8% | +62.7% |
| All | +26.7% | -11.2% | +37.9% | +33.1% |
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