-6.8%
TEAM vs AMRZ
-20.3%
+13.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +0.9% |
| 7D | -7.8% | -8.1% | +0.4% | -8.3% |
| 30D | +16.5% | -14.8% | +31.4% | +15.0% |
| 3M | +96.2% | -19.7% | +115.9% | +91.4% |
| 6M | +130.2% | -30.8% | +161.0% | +129.4% |
| YTD | +10.7% | -24.3% | +35.0% | +6.7% |
| 1Y | +3.0% | -24.0% | +27.0% | -0.9% |
| All | -6.8% | -20.3% | +13.4% | -12.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling