0.0%
W vs AMRZ
-13.9%
+13.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -2.4% |
| 7D | +1.1% | +0.2% | +0.9% | +1.4% |
| 30D | +6.4% | +16.2% | -9.8% | -4.2% |
| 3M | +9.0% | -8.9% | +17.9% | +16.5% |
| 6M | +69.8% | -20.1% | +89.9% | +98.4% |
| YTD | +12.1% | -21.3% | +33.3% | +32.4% |
| 1Y | 0.0% | -12.6% | +12.7% | +7.9% |
| All | 0.0% | -13.9% | +13.9% | +7.9% |
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