-99.9%
AMIX vs ZM
+33.0%
-132.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.6% |
| 7D | -16.0% | -5.9% | -10.1% | -13.4% |
| 30D | -55.4% | -5.2% | -50.3% | -54.3% |
| 3M | -87.5% | -11.3% | -76.2% | -87.0% |
| 6M | -81.2% | -14.5% | -66.7% | -80.3% |
| YTD | -86.8% | +4.2% | -91.0% | -86.2% |
| 1Y | -91.6% | +9.3% | -100.9% | -91.1% |
| All | -99.9% | +33.0% | -132.9% | -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