+100.5%
SIMO vs AMRZ
-11.5%
+112.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +5.2% | -14.8% | -9.7% |
| 7D | -16.9% | +10.3% | -27.2% | -17.4% |
| 30D | -35.4% | +18.7% | -54.1% | -36.3% |
| 3M | -31.9% | -14.6% | -17.2% | -30.5% |
| 6M | -19.3% | -12.9% | -6.4% | -18.0% |
| YTD | +98.5% | -17.4% | +115.8% | +99.8% |
| 1Y | +100.5% | -12.3% | +112.8% | +95.1% |
| All | +100.5% | -11.5% | +112.0% | +95.1% |
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