-98.7%
AMC vs ZBH
+16.4%
-115.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +6.9% |
| 7D | +6.6% | +11.3% | -4.7% | +0.9% |
| 30D | +14.1% | +21.5% | -7.4% | +3.0% |
| 3M | +31.3% | +12.5% | +18.8% | +23.1% |
| 6M | +126.7% | +32.3% | +94.4% | +93.0% |
| YTD | +117.9% | +21.4% | +96.5% | +92.1% |
| 1Y | +41.1% | +23.7% | +17.4% | +23.1% |
| 3Y | -61.0% | +7.0% | -68.0% | -65.2% |
| 5Y | -99.1% | -13.2% | -85.9% | -99.1% |
| 10Y | -98.7% | +19.3% | -118.0% | -99.0% |
| All | -98.7% | +16.4% | -115.1% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling