+80.3%
SU vs AMRZ
-20.1%
+100.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +2.2% | -7.5% | +9.8% | +1.3% |
| 30D | +8.4% | -12.4% | +20.8% | +6.8% |
| 3M | +12.1% | -22.4% | +34.5% | +9.3% |
| 6M | +19.7% | -29.5% | +49.2% | +17.0% |
| YTD | +58.4% | -24.1% | +82.6% | +54.0% |
| 1Y | +67.2% | -26.3% | +93.5% | +63.5% |
| All | +80.3% | -20.1% | +100.4% | +74.6% |
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