+199.5%
ZTS vs AMBA
+450.6%
-251.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -9.4% | +1.5% | -6.8% |
| 7D | +4.9% | -14.6% | +19.5% | +6.8% |
| 30D | +15.9% | -18.8% | +34.7% | +18.5% |
| 3M | +11.1% | -32.6% | +43.7% | +15.8% |
| 6M | -26.0% | -25.8% | -0.2% | -25.5% |
| YTD | -33.3% | -22.1% | -11.1% | -33.7% |
| 1Y | -30.3% | -36.2% | +5.9% | -29.3% |
| 3Y | -47.0% | +10.0% | -57.0% | -52.3% |
| 5Y | -59.7% | -71.6% | +11.9% | -58.8% |
| 10Y | +80.3% | -4.7% | +85.1% | +46.0% |
| All | +199.5% | +450.6% | -251.1% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 all: compounded portfolio wealth divided by compounded AMBA 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…
all analysis · Full analysis span regression · 6 months rolling