+1.7%
TEAM vs AMRZ
-24.2%
+25.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.2% | -7.5% | +2.3% | -6.4% |
| 30D | +15.8% | -12.4% | +28.2% | +13.0% |
| 3M | +101.5% | -22.4% | +123.8% | +93.1% |
| 6M | +138.2% | -29.5% | +167.7% | +129.0% |
| YTD | +10.8% | -24.1% | +35.0% | +5.2% |
| 1Y | +1.7% | -26.3% | +28.0% | -8.0% |
| All | +1.7% | -24.2% | +25.9% | -8.0% |
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