+12.3%
SYY vs AMRZ
-20.3%
+32.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +1.5% | -8.1% | +9.6% | +2.3% |
| 30D | -2.3% | -14.8% | +12.5% | -0.8% |
| 3M | +5.5% | -19.7% | +25.2% | +7.5% |
| 6M | -1.0% | -30.8% | +29.8% | +2.2% |
| YTD | +14.1% | -24.3% | +38.4% | +16.9% |
| 1Y | +5.6% | -24.0% | +29.6% | +8.5% |
| All | +12.3% | -20.3% | +32.6% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling