-99.9%
AMIX vs ZBH
-11.5%
-88.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.7% | -5.7% | -9.4% |
| 7D | -10.9% | -2.1% | -8.7% | -11.7% |
| 30D | -55.0% | +13.6% | -68.5% | -52.5% |
| 3M | -82.0% | +7.1% | -89.1% | -81.4% |
| 6M | -80.4% | +26.1% | -106.5% | -78.9% |
| YTD | -88.3% | +17.2% | -105.5% | -87.5% |
| 1Y | -92.4% | +17.4% | -109.8% | -91.8% |
| All | -99.9% | -11.5% | -88.5% | -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 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