-58.9%
AMC vs ZBH
-0.3%
-58.5%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.4% |
| 7D | +3.5% | -2.3% | +5.8% | +4.0% |
| 30D | +12.5% | +12.5% | 0.0% | +10.6% |
| 3M | +23.6% | +3.9% | +19.6% | +22.6% |
| 6M | +144.4% | +25.4% | +118.9% | +136.7% |
| YTD | +108.3% | +15.7% | +92.6% | +103.5% |
| 1Y | +38.9% | +15.2% | +23.7% | +35.9% |
| 3Y | -58.9% | +0.3% | -59.2% | -58.8% |
| All | -58.9% | -0.3% | -58.5% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling