-6.9%
AMZA price history and return analytics
+236.6%
-243.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.1% |
| 7D | -3.6% | -0.1% | -3.5% | -3.7% |
| 30D | -2.6% | -3.1% | +0.5% | +0.8% |
| 3M | -3.2% | -3.5% | +0.3% | +0.3% |
| 6M | +5.1% | +0.5% | +4.6% | +2.6% |
| YTD | +26.8% | +10.8% | +16.0% | +8.1% |
| 1Y | +29.6% | +11.9% | +17.7% | +8.8% |
| 3Y | +71.0% | +73.0% | -1.9% | -21.0% |
| 5Y | +157.1% | +58.6% | +98.5% | +31.9% |
| 10Y | +57.7% | +219.2% | -161.5% | -68.0% |
| All | -6.9% | +236.6% | -243.5% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling