-59.3%
ZTS vs AMC
-99.2%
+39.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.6% |
| 7D | +1.0% | +8.4% | -7.4% | +0.6% |
| 30D | +12.4% | +9.2% | +3.3% | +11.9% |
| 3M | +13.6% | +32.0% | -18.4% | +11.8% |
| 6M | +9.3% | +149.3% | -139.9% | +3.0% |
| YTD | -32.6% | +114.1% | -146.7% | -36.1% |
| 1Y | -30.0% | +35.8% | -65.8% | -32.3% |
| 3Y | -48.7% | -58.3% | +9.6% | -48.8% |
| 5Y | -59.3% | -99.2% | +39.9% | -53.3% |
| All | -59.3% | -99.2% | +39.9% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling