-70.2%
SMR vs AMRZ
-25.1%
-45.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -4.9% |
| 7D | +4.7% | -8.1% | +12.8% | +8.7% |
| 30D | +3.2% | -14.8% | +18.1% | +11.5% |
| 3M | +9.9% | -19.7% | +29.6% | +20.7% |
| 6M | -15.1% | -30.8% | +15.7% | +1.0% |
| YTD | -27.9% | -24.3% | -3.6% | -18.5% |
| 1Y | -70.2% | -24.0% | -46.2% | -69.5% |
| All | -70.2% | -25.1% | -45.1% | -69.5% |
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