+7.9%
AMT vs ZBH
-19.5%
+27.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.9% | +0.7% |
| 7D | -0.2% | -5.2% | +5.0% | +0.9% |
| 30D | +1.8% | -2.4% | +4.3% | +2.3% |
| 3M | -6.2% | +8.3% | -14.4% | -7.9% |
| 6M | -5.0% | +0.7% | -5.6% | -5.6% |
| YTD | +2.1% | +5.3% | -3.3% | +0.3% |
| 1Y | -5.7% | -9.1% | +3.3% | -4.7% |
| 3Y | +7.9% | -19.7% | +27.6% | +14.9% |
| All | +7.9% | -19.5% | +27.4% | +14.9% |
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