+91.8%
TQQQ vs AMRZ
-20.1%
+111.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | -1.9% | -7.5% | +5.6% | +1.7% |
| 30D | -4.9% | -12.4% | +7.6% | +1.2% |
| 3M | -6.4% | -22.4% | +16.0% | +4.6% |
| 6M | +44.4% | -29.5% | +73.9% | +67.8% |
| YTD | +35.2% | -24.1% | +59.3% | +52.1% |
| 1Y | +49.5% | -26.3% | +75.8% | +64.4% |
| All | +91.8% | -20.1% | +111.9% | +106.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling