-33.5%
TEM vs AMRZ
-24.2%
-9.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -8.7% | -7.5% | -1.2% | -6.1% |
| 30D | +8.1% | -12.4% | +20.5% | +13.2% |
| 3M | +19.0% | -22.4% | +41.4% | +28.9% |
| 6M | +12.0% | -29.5% | +41.5% | +26.3% |
| YTD | -0.1% | -24.1% | +24.1% | +6.7% |
| 1Y | -33.5% | -26.3% | -7.3% | -21.3% |
| All | -33.5% | -24.2% | -9.3% | -21.3% |
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