+40.2%
AMC vs ZBH
+11.3%
+28.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +13.5% | -6.2% | +4.4% |
| 7D | +17.7% | +14.3% | +3.5% | +14.4% |
| 30D | +26.2% | +20.3% | +5.9% | +21.5% |
| 3M | +31.3% | +15.3% | +16.1% | +27.2% |
| 6M | +142.8% | +33.9% | +108.8% | +131.2% |
| YTD | +125.6% | +23.5% | +102.2% | +115.7% |
| 1Y | +40.2% | +7.9% | +32.3% | +37.7% |
| All | +40.2% | +11.3% | +28.9% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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