-99.9%
AMIX vs ZBH
-9.0%
-90.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.1% | -20.1% | -19.9% |
| 7D | -8.1% | -2.4% | -5.6% | -9.0% |
| 30D | -52.3% | +16.6% | -68.9% | -49.1% |
| 3M | -83.8% | +10.8% | -94.6% | -83.0% |
| 6M | -79.0% | +35.8% | -114.7% | -76.9% |
| YTD | -87.2% | +20.5% | -107.7% | -86.2% |
| 1Y | -91.7% | +22.7% | -114.4% | -91.0% |
| All | -99.9% | -9.0% | -90.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling