+5.4%
TEM vs AMRZ
-16.6%
+22.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.1% | -5.8% | -5.7% |
| 7D | -5.9% | -2.1% | -3.8% | -5.1% |
| 30D | +4.8% | +13.0% | -8.2% | +1.5% |
| 3M | +31.9% | -12.1% | +44.0% | +37.0% |
| 6M | +56.0% | -19.1% | +75.1% | +63.6% |
| YTD | +21.3% | -23.3% | +44.5% | +28.2% |
| 1Y | +5.4% | -16.6% | +22.0% | +8.0% |
| All | +5.4% | -16.6% | +22.0% | +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