-8.6%
SMCI vs AMRZ
-20.3%
+11.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.4% |
| 7D | -1.3% | -8.1% | +6.8% | +2.5% |
| 30D | +18.3% | -14.8% | +33.1% | +27.0% |
| 3M | +27.7% | -19.7% | +47.5% | +39.4% |
| 6M | +17.6% | -30.8% | +48.4% | +38.2% |
| YTD | +27.7% | -24.3% | +52.0% | +45.6% |
| 1Y | -14.9% | -24.0% | +9.2% | -5.7% |
| All | -8.6% | -20.3% | +11.7% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling