+302.8%
VIAV vs AMRZ
-17.3%
+320.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -4.3% | +15.4% | +11.8% |
| 7D | +11.3% | -2.0% | +13.3% | +11.5% |
| 30D | -1.0% | -9.8% | +8.8% | +0.6% |
| 3M | -20.5% | -17.2% | -3.3% | -18.3% |
| 6M | +39.0% | -26.9% | +65.9% | +46.1% |
| YTD | +117.5% | -21.5% | +138.9% | +124.6% |
| 1Y | +233.8% | -22.9% | +256.6% | +243.1% |
| All | +302.8% | -17.3% | +320.1% | +304.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling