+150.1%
SN vs AMRZ
-15.6%
+165.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.7% | +2.1% |
| 7D | +7.6% | -1.1% | +8.8% | +8.1% |
| 30D | +24.1% | +18.3% | +5.8% | +16.4% |
| 3M | +23.7% | -8.0% | +31.7% | +27.4% |
| 6M | +105.5% | -18.7% | +124.2% | +120.6% |
| YTD | +105.1% | -19.8% | +124.9% | +121.1% |
| 1Y | +148.3% | -12.3% | +160.6% | +161.2% |
| All | +150.1% | -15.6% | +165.7% | +164.5% |
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 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