+80.8%
STLD vs AMRZ
-22.6%
+103.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.5% | +0.6% |
| 7D | +2.7% | -2.0% | +4.7% | +3.3% |
| 30D | -8.4% | -9.8% | +1.4% | -5.5% |
| 3M | -9.9% | -17.2% | +7.4% | -5.0% |
| 6M | +33.0% | -26.9% | +60.0% | +45.2% |
| YTD | +42.6% | -21.5% | +64.0% | +49.5% |
| 1Y | +80.8% | -22.9% | +103.6% | +85.4% |
| All | +80.8% | -22.6% | +103.3% | +85.4% |
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