-26.7%
ZTS vs AMIX
-92.3%
+65.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.0% | +10.5% | +7.5% |
| 7D | +15.4% | -25.1% | +40.5% | +15.4% |
| 30D | +25.8% | -54.5% | +80.3% | +25.6% |
| 3M | +18.1% | -91.7% | +109.8% | +17.8% |
| 6M | -19.7% | -79.4% | +59.7% | -19.0% |
| YTD | -27.5% | -86.1% | +58.6% | -27.2% |
| 1Y | -26.7% | -91.6% | +64.9% | -27.0% |
| All | -26.7% | -92.3% | +65.6% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling