+288.8%
VIAV vs AMRZ
-20.3%
+309.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.3% |
| 7D | +11.2% | -8.1% | +19.3% | +12.6% |
| 30D | -2.6% | -14.8% | +12.2% | 0.0% |
| 3M | -20.1% | -19.7% | -0.4% | -17.5% |
| 6M | +25.8% | -30.8% | +56.7% | +33.7% |
| YTD | +109.9% | -24.3% | +134.2% | +118.1% |
| 1Y | +214.3% | -24.0% | +238.3% | +223.6% |
| All | +288.8% | -20.3% | +309.0% | +292.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling