+80.1%
SLV vs AMRZ
-17.3%
+97.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | +0.8% |
| 7D | +2.5% | -2.0% | +4.5% | +3.2% |
| 30D | +3.3% | -9.8% | +13.1% | +7.0% |
| 3M | -3.6% | -17.2% | +13.6% | +2.3% |
| 6M | -21.8% | -26.9% | +5.1% | -13.2% |
| YTD | -7.8% | -21.5% | +13.6% | +0.6% |
| 1Y | +58.3% | -22.9% | +81.2% | +71.6% |
| All | +80.1% | -17.3% | +97.4% | +93.3% |
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