+11.0%
S vs AMRZ
-25.1%
+36.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +1.9% |
| 7D | +0.1% | -8.1% | +8.2% | +0.3% |
| 30D | -11.8% | -14.8% | +3.0% | -11.5% |
| 3M | +33.9% | -19.7% | +53.7% | +34.1% |
| 6M | +40.1% | -30.8% | +70.9% | +41.0% |
| YTD | +32.1% | -24.3% | +56.4% | +32.2% |
| 1Y | +11.0% | -24.0% | +35.1% | +11.5% |
| All | +11.0% | -25.1% | +36.1% | +11.5% |
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