-99.9%
AMIX vs ZM
+34.5%
-134.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.9% | +9.7% | +9.2% |
| 7D | +11.4% | -1.0% | +12.5% | +12.1% |
| 30D | -40.5% | -7.0% | -33.5% | -38.4% |
| 3M | -80.1% | -15.2% | -64.9% | -78.7% |
| 6M | -74.8% | -16.8% | -58.1% | -73.8% |
| YTD | -84.0% | +5.4% | -89.3% | -83.3% |
| 1Y | -89.7% | +9.3% | -99.0% | -89.2% |
| All | -99.9% | +34.5% | -134.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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