+80.8%
SU vs AMRZ
-19.2%
+100.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +1.4% |
| 7D | +1.6% | -4.7% | +6.2% | +1.0% |
| 30D | +10.7% | -11.3% | +22.0% | +9.3% |
| 3M | +13.5% | -22.1% | +35.6% | +10.8% |
| 6M | +21.8% | -29.6% | +51.4% | +19.4% |
| YTD | +58.8% | -23.3% | +82.2% | +54.7% |
| 1Y | +72.0% | -23.7% | +95.8% | +68.2% |
| All | +80.8% | -19.2% | +100.0% | +75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling