+38.1%
Q vs AMRZ
-16.6%
+54.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.7% | -3.6% |
| 7D | +1.2% | -2.1% | +3.3% | +2.1% |
| 30D | -2.7% | +13.0% | -15.6% | -8.0% |
| 3M | -16.9% | -12.1% | -4.8% | -12.3% |
| 6M | -26.9% | -19.1% | -7.7% | -21.1% |
| YTD | +45.2% | -23.3% | +68.5% | +64.5% |
| 1Y | +38.1% | -16.6% | +54.7% | +51.7% |
| All | +38.1% | -16.6% | +54.8% | +51.7% |
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