+35.1%
QQQ vs AMRZ
-20.1%
+55.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | -7.5% | +7.0% | +0.7% |
| 30D | -1.2% | -12.4% | +11.2% | +0.8% |
| 3M | -0.2% | -22.4% | +22.2% | +3.6% |
| 6M | +17.9% | -29.5% | +47.4% | +23.7% |
| YTD | +16.6% | -24.1% | +40.8% | +21.0% |
| 1Y | +23.0% | -26.3% | +49.2% | +26.4% |
| All | +35.1% | -20.1% | +55.2% | +38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling