+35.8%
AMC vs ZBH
+18.8%
+17.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.5% |
| 7D | +8.4% | -2.1% | +10.6% | +9.2% |
| 30D | +9.2% | +13.6% | -4.4% | +6.4% |
| 3M | +32.0% | +7.1% | +24.9% | +29.7% |
| 6M | +149.3% | +26.1% | +123.2% | +139.1% |
| YTD | +114.1% | +17.2% | +96.9% | +100.4% |
| 1Y | +35.8% | +17.4% | +18.4% | +26.5% |
| All | +35.8% | +18.8% | +17.0% | +26.5% |
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