+40.7%
THC vs AMRZ
-11.5%
+52.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.2% | +4.4% | +8.5% |
| 7D | +8.8% | +10.3% | -1.4% | +6.8% |
| 30D | +12.6% | +18.7% | -6.0% | +8.9% |
| 3M | +15.4% | -14.6% | +30.0% | +18.5% |
| 6M | +57.7% | -12.9% | +70.6% | +60.9% |
| YTD | +47.1% | -17.4% | +64.4% | +47.1% |
| 1Y | +40.7% | -12.3% | +53.0% | +32.9% |
| All | +40.7% | -11.5% | +52.2% | +32.9% |
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