+48.0%
TECH vs AMRZ
-13.6%
+61.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.1% | -1.9% | +2.0% | +0.7% |
| 30D | +0.7% | -16.9% | +17.6% | +6.4% |
| 3M | +36.3% | -19.2% | +55.5% | +45.2% |
| 6M | +25.6% | -29.3% | +54.9% | +39.5% |
| YTD | +23.7% | -18.0% | +41.7% | +30.3% |
| 1Y | +37.6% | -15.1% | +52.7% | +41.6% |
| All | +48.0% | -13.6% | +61.6% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling