+41.0%
SLV vs AMRZ
-17.3%
+58.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -2.7% |
| 7D | +3.7% | 0.0% | +3.7% | +3.7% |
| 30D | -15.2% | +15.9% | -31.0% | -19.6% |
| 3M | -21.8% | -9.2% | -12.6% | -19.3% |
| 6M | -36.3% | -20.3% | -16.0% | -31.6% |
| YTD | -27.8% | -21.5% | -6.4% | -21.3% |
| 1Y | +1.5% | -12.9% | +14.4% | +10.6% |
| All | +41.0% | -17.3% | +58.3% | +51.2% |
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