+31.1%
SOLS vs AMRZ
-14.9%
+46.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -1.2% |
| 7D | +3.7% | -4.7% | +8.4% | +5.2% |
| 30D | +5.0% | -11.3% | +16.3% | +8.9% |
| 3M | -21.1% | -22.1% | +1.0% | -15.0% |
| 6M | -14.2% | -29.6% | +15.4% | -6.3% |
| YTD | +30.6% | -23.3% | +53.9% | +37.2% |
| All | +31.1% | -14.9% | +46.1% | +23.8% |
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