+197.2%
VIAV vs AMRZ
-14.5%
+211.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.7% |
| 7D | -4.6% | -1.9% | -2.7% | -4.3% |
| 30D | -10.4% | -16.9% | +6.5% | -7.3% |
| 3M | -34.5% | -19.2% | -15.3% | -32.0% |
| 6M | +7.0% | -29.3% | +36.2% | +13.8% |
| YTD | +95.6% | -18.0% | +113.6% | +100.7% |
| 1Y | +197.2% | -15.1% | +212.3% | +197.8% |
| All | +197.2% | -14.5% | +211.7% | +197.8% |
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 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