+39.0%
WAT vs AMRZ
-15.6%
+54.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | +3.5% |
| 7D | +6.0% | -1.1% | +7.2% | +6.3% |
| 30D | +9.9% | +18.3% | -8.4% | +4.5% |
| 3M | +17.2% | -8.0% | +25.1% | +19.8% |
| 6M | +34.2% | -18.7% | +52.9% | +41.7% |
| YTD | +25.5% | -19.8% | +45.3% | +31.8% |
| 1Y | +28.3% | -12.3% | +40.6% | +30.2% |
| All | +39.0% | -15.6% | +54.6% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling