+15.1%
TEAM vs AMRZ
-11.5%
+26.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.2% | -5.8% | +0.6% |
| 7D | -13.7% | +10.3% | -24.0% | -11.7% |
| 30D | -3.4% | +18.7% | -22.1% | +0.4% |
| 3M | +72.1% | -14.6% | +86.8% | +67.5% |
| 6M | +103.8% | -12.9% | +116.7% | +98.1% |
| YTD | +17.1% | -17.4% | +34.5% | +12.3% |
| 1Y | +15.1% | -12.3% | +27.4% | +6.2% |
| All | +15.1% | -11.5% | +26.6% | +6.2% |
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