-39.6%
AMC vs ZYBT
-58.9%
+19.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.5% | +6.8% | +4.3% |
| 7D | -7.2% | -3.7% | -3.4% | -7.1% |
| 30D | -2.8% | 0.0% | -2.8% | -2.8% |
| 3M | +7.9% | +72.2% | -64.3% | -12.5% |
| 6M | +119.6% | +103.1% | +16.5% | +77.5% |
| YTD | +57.7% | +34.8% | +22.9% | +27.9% |
| 1Y | -12.1% | -83.2% | +71.0% | -27.7% |
| All | -39.6% | -58.9% | +19.3% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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