+143.0%
SN vs AMRZ
-17.5%
+160.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.4% |
| 7D | +7.2% | +1.2% | +6.0% | +6.6% |
| 30D | +20.4% | +15.1% | +5.3% | +14.2% |
| 3M | +23.9% | -18.1% | +42.0% | +33.1% |
| 6M | +93.0% | -23.5% | +116.5% | +111.9% |
| YTD | +99.2% | -21.6% | +120.9% | +116.6% |
| 1Y | +142.6% | -14.7% | +157.3% | +157.7% |
| All | +143.0% | -17.5% | +160.5% | +159.2% |
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 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