+17.5%
WAT vs AMRZ
-17.3%
+34.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.3% | +2.7% | -0.3% |
| 7D | -0.7% | -2.0% | +1.3% | -0.1% |
| 30D | -1.0% | -9.8% | +8.9% | +2.1% |
| 3M | +10.9% | -17.2% | +28.1% | +16.6% |
| 6M | +33.2% | -26.9% | +60.1% | +44.6% |
| YTD | +6.1% | -21.5% | +27.5% | +12.3% |
| 1Y | +30.2% | -22.9% | +53.1% | +37.7% |
| All | +17.5% | -17.3% | +34.8% | +18.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling