+24.8%
UPS vs AMRZ
-16.6%
+41.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +3.8% | -2.1% | +5.9% | +4.4% |
| 30D | +17.4% | +13.0% | +4.4% | +13.6% |
| 3M | +8.2% | -12.1% | +20.3% | +11.9% |
| 6M | +17.9% | -19.1% | +37.1% | +23.9% |
| YTD | +18.7% | -23.3% | +42.0% | +26.3% |
| 1Y | +24.8% | -16.6% | +41.4% | +29.5% |
| All | +24.8% | -16.6% | +41.4% | +29.5% |
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