+1.5%
TT vs AMRZ
-14.3%
+15.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.1% |
| 7D | +3.5% | -5.5% | +9.0% | +4.9% |
| 30D | -11.0% | +15.6% | -26.7% | -14.6% |
| 3M | -12.0% | -12.1% | +0.1% | -9.0% |
| 6M | -10.4% | -19.4% | +9.0% | -5.6% |
| YTD | +9.9% | -21.9% | +31.8% | +15.5% |
| 1Y | +1.5% | -15.0% | +16.5% | +4.6% |
| All | +1.5% | -14.3% | +15.8% | +4.6% |
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