-55.1%
ZTS vs AMIX
-100.0%
+44.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +0.5% |
| 7D | +1.0% | -10.9% | +11.9% | +1.0% |
| 30D | +12.4% | -55.0% | +67.4% | +12.3% |
| 3M | +13.6% | -82.0% | +95.6% | +13.3% |
| 6M | +9.3% | -80.4% | +89.8% | +9.9% |
| YTD | -32.6% | -88.3% | +55.7% | -32.3% |
| 1Y | -30.0% | -92.4% | +62.3% | -29.8% |
| All | -55.1% | -100.0% | +44.9% | -53.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling