+48.8%
TECH vs AMRZ
-17.3%
+66.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.5% |
| 7D | +0.2% | 0.0% | +0.3% | +0.1% |
| 30D | +0.5% | +15.9% | -15.4% | -3.8% |
| 3M | +1.1% | -9.2% | +10.2% | +3.7% |
| 6M | +51.0% | -20.3% | +71.3% | +61.0% |
| YTD | +24.4% | -21.5% | +45.8% | +32.4% |
| 1Y | +27.4% | -12.9% | +40.3% | +30.1% |
| All | +48.8% | -17.3% | +66.1% | +49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling