+177.4%
ZTS vs AMC
-97.7%
+275.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.1% |
| 6M | -27.6% | +91.5% | -119.1% | -28.5% |
| YTD | -35.5% | +101.3% | -136.8% | -36.3% |
| 1Y | -32.1% | +20.8% | -52.9% | -32.6% |
| 3Y | -49.1% | -71.3% | +22.2% | -49.0% |
| 5Y | -61.0% | -99.2% | +38.2% | -60.4% |
| 10Y | +74.4% | -98.7% | +173.1% | +82.8% |
| All | +177.4% | -97.7% | +275.1% | +168.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling