-18.2%
UBER vs AMRZ
-19.2%
+0.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | -2.1% | +3.7% | +1.9% |
| 30D | +0.6% | +13.0% | -12.4% | -0.6% |
| 3M | -8.2% | -12.1% | +3.9% | -7.1% |
| 6M | -6.7% | -19.1% | +12.4% | -5.3% |
| YTD | -14.7% | -23.3% | +8.5% | -12.5% |
| 1Y | -24.1% | -16.6% | -7.5% | -22.2% |
| All | -18.2% | -19.2% | +0.9% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling