+48.3%
XLE vs AMRZ
-14.5%
+62.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.9% |
| 7D | +2.2% | -1.9% | +4.1% | +2.0% |
| 30D | +11.8% | -16.9% | +28.7% | +9.8% |
| 3M | +9.8% | -19.2% | +29.0% | +8.1% |
| 6M | +15.6% | -29.3% | +44.9% | +15.3% |
| YTD | +45.3% | -18.0% | +63.2% | +42.4% |
| 1Y | +48.3% | -15.1% | +63.4% | +43.9% |
| All | +48.3% | -14.5% | +62.8% | +43.9% |
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