+43.2%
TER vs AMRZ
-11.5%
+54.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -12.0% | -8.9% |
| 7D | -19.9% | +10.3% | -30.2% | -23.7% |
| 30D | -43.5% | +18.7% | -62.2% | -48.2% |
| 3M | -37.8% | -14.6% | -23.1% | -32.6% |
| 6M | -25.6% | -12.9% | -12.7% | -20.9% |
| YTD | +29.8% | -17.4% | +47.2% | +41.9% |
| 1Y | +43.2% | -12.3% | +55.5% | +54.8% |
| All | +43.2% | -11.5% | +54.7% | +54.8% |
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 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