+49.9%
XLE vs AMRZ
-11.5%
+61.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +5.2% | -9.9% | -4.0% |
| 7D | -7.2% | +10.3% | -17.5% | -6.0% |
| 30D | +0.1% | +18.7% | -18.6% | +2.3% |
| 3M | +9.2% | -14.6% | +23.8% | +7.7% |
| 6M | +8.4% | -12.9% | +21.3% | +7.4% |
| YTD | +44.9% | -17.4% | +62.2% | +41.7% |
| 1Y | +49.9% | -12.3% | +62.2% | +46.2% |
| All | +49.9% | -11.5% | +61.4% | +46.2% |
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