-99.9%
AMIX vs ZCMD
-100.0%
0.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.0% |
| 7D | -9.9% | -7.7% | -2.2% | -10.1% |
| 30D | -52.8% | -34.8% | -18.0% | -53.5% |
| 3M | -80.0% | -56.3% | -23.7% | -80.4% |
| 6M | -80.2% | -99.7% | +19.4% | -80.4% |
| YTD | -88.1% | -99.9% | +11.7% | -88.2% |
| 1Y | -91.1% | -99.9% | +8.8% | -91.2% |
| All | -99.9% | -100.0% | 0.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 5y: compounded portfolio wealth divided by compounded ZCMD 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…
5y analysis · Full analysis span regression · 6 months rolling