+386.0%
WDC vs AMRZ
-25.1%
+411.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -3.9% |
| 7D | +4.4% | -8.1% | +12.5% | +8.0% |
| 30D | +5.3% | -14.8% | +20.1% | +12.3% |
| 3M | -5.9% | -19.7% | +13.8% | +2.5% |
| 6M | +73.2% | -30.8% | +104.0% | +101.7% |
| YTD | +167.8% | -24.3% | +192.1% | +191.6% |
| 1Y | +386.0% | -24.0% | +410.0% | +428.5% |
| All | +386.0% | -25.1% | +411.1% | +428.5% |
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