-98.1%
AMC vs ZBH
+23.7%
-121.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +4.8% |
| 7D | +2.3% | -2.8% | +5.1% | +3.8% |
| 30D | -0.7% | -0.1% | -0.7% | -0.8% |
| 3M | +35.2% | +13.4% | +21.8% | +25.8% |
| 6M | +124.6% | +3.0% | +121.6% | +118.3% |
| YTD | +69.9% | +9.7% | +60.2% | +58.8% |
| 1Y | -2.6% | -5.4% | +2.8% | -2.8% |
| 3Y | -79.8% | -15.6% | -64.2% | -79.6% |
| 5Y | -99.4% | -28.1% | -71.3% | -99.3% |
| 10Y | -98.9% | -15.2% | -83.6% | -99.0% |
| All | -98.1% | +23.7% | -121.7% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling