+77.0%
ZTS vs AMC
-98.7%
+175.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | -0.6% | +5.5% | -6.1% | -0.7% |
| 30D | +11.0% | +16.1% | -5.1% | +10.8% |
| 3M | +10.9% | +43.0% | -32.0% | +10.4% |
| 6M | +0.9% | +130.7% | -129.7% | -0.4% |
| YTD | -33.0% | +121.8% | -154.8% | -33.9% |
| 1Y | -29.6% | +40.7% | -70.3% | -30.2% |
| 3Y | -49.0% | -56.8% | +7.8% | -49.2% |
| 5Y | -59.5% | -99.1% | +39.6% | -59.2% |
| 10Y | +77.0% | -98.7% | +175.7% | +74.0% |
| All | +77.0% | -98.7% | +175.7% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling