+432.9%
SNXX vs AMRZ
-18.4%
+451.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +23.8% |
| 7D | +34.9% | -1.9% | +36.8% | +36.9% |
| 30D | +52.5% | -16.9% | +69.5% | +81.6% |
| 3M | -41.3% | -19.2% | -22.1% | -27.7% |
| 6M | +293.8% | -29.3% | +323.0% | +398.3% |
| All | +432.9% | -18.4% | +451.3% | +678.5% |
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