+38.2%
AMC vs ZBH
+24.5%
+13.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +7.5% |
| 7D | +6.6% | +11.3% | -4.7% | +3.9% |
| 30D | +14.1% | +21.5% | -7.4% | +9.3% |
| 3M | +31.3% | +12.5% | +18.8% | +27.3% |
| 6M | +126.7% | +32.3% | +94.4% | +114.7% |
| YTD | +117.9% | +21.4% | +96.5% | +101.7% |
| All | +38.2% | +24.5% | +13.7% | +25.3% |
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