+34.6%
THC vs AMRZ
-22.6%
+57.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +2.0% | -1.5% |
| 7D | -2.6% | -2.0% | -0.5% | -2.2% |
| 30D | -1.2% | -9.8% | +8.7% | +0.6% |
| 3M | +58.9% | -17.2% | +76.1% | +63.8% |
| 6M | +9.3% | -26.9% | +36.3% | +14.4% |
| YTD | +30.4% | -21.5% | +51.8% | +33.4% |
| 1Y | +34.6% | -22.9% | +57.5% | +31.6% |
| All | +34.6% | -22.6% | +57.2% | +31.6% |
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