+33.9%
QQQ vs AMRZ
-20.3%
+54.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.9% |
| 7D | -1.3% | -8.1% | +6.9% | +0.1% |
| 30D | -1.4% | -14.8% | +13.5% | +1.1% |
| 3M | +2.3% | -19.7% | +22.0% | +5.5% |
| 6M | +16.9% | -30.8% | +47.7% | +22.9% |
| YTD | +15.6% | -24.3% | +39.9% | +20.0% |
| 1Y | +22.6% | -24.0% | +46.7% | +25.9% |
| All | +33.9% | -20.3% | +54.2% | +36.8% |
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