+74.2%
ZTS vs AMC
-98.7%
+173.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.9% | -5.2% | -3.3% |
| 7D | -0.4% | +2.6% | -3.0% | -0.4% |
| 30D | +11.7% | +9.0% | +2.7% | +11.6% |
| 3M | +3.5% | +22.2% | -18.7% | +3.2% |
| 6M | -27.6% | +91.5% | -119.1% | -28.4% |
| YTD | -35.5% | +101.3% | -136.8% | -36.2% |
| 1Y | -32.1% | +20.8% | -52.9% | -32.6% |
| 3Y | -49.1% | -71.3% | +22.2% | -49.1% |
| 5Y | -61.0% | -99.2% | +38.2% | -60.6% |
| All | +74.2% | -98.7% | +173.0% | +71.4% |
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