+30.2%
VRTX vs AMRZ
-11.5%
+41.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.2% | -1.8% | +2.6% |
| 7D | +3.7% | +10.3% | -6.6% | +2.1% |
| 30D | +9.0% | +18.7% | -9.6% | +6.2% |
| 3M | +14.7% | -14.6% | +29.3% | +17.0% |
| 6M | +27.7% | -12.9% | +40.6% | +29.2% |
| YTD | +21.1% | -17.4% | +38.5% | +24.1% |
| 1Y | +30.2% | -12.3% | +42.5% | +31.1% |
| All | +30.2% | -11.5% | +41.7% | +31.1% |
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