+27.3%
V vs AMRZ
-14.1%
+41.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.6% |
| 7D | +0.6% | 0.0% | +0.7% | +0.7% |
| 30D | +9.7% | +15.9% | -6.1% | +7.3% |
| 3M | +17.3% | -9.2% | +26.4% | +18.9% |
| 6M | +33.2% | -20.3% | +53.5% | +37.3% |
| YTD | +21.3% | -21.5% | +42.8% | +23.1% |
| 1Y | +27.3% | -12.9% | +40.2% | +23.3% |
| All | +27.3% | -14.1% | +41.4% | +23.3% |
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