+225.0%
SIMO vs AMRZ
-22.6%
+247.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.3% | +10.4% | +6.7% |
| 7D | +14.6% | -2.0% | +16.6% | +14.8% |
| 30D | +6.2% | -9.8% | +16.0% | +7.6% |
| 3M | +3.6% | -17.2% | +20.8% | +5.8% |
| 6M | +130.8% | -26.9% | +157.7% | +139.2% |
| YTD | +195.8% | -21.5% | +217.2% | +198.7% |
| 1Y | +225.0% | -22.9% | +247.9% | +228.1% |
| All | +225.0% | -22.6% | +247.6% | +228.1% |
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