-55.3%
ZTS vs AMIX
-99.9%
+44.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.8% | -8.7% | +0.2% |
| 7D | -0.6% | +11.4% | -12.1% | -0.6% |
| 30D | +11.0% | -40.5% | +51.5% | +10.9% |
| 3M | +10.9% | -80.1% | +91.0% | +10.7% |
| 6M | +0.9% | -74.8% | +75.8% | +1.5% |
| YTD | -33.0% | -84.0% | +51.0% | -32.7% |
| 1Y | -29.6% | -89.7% | +60.1% | -29.4% |
| All | -55.3% | -99.9% | +44.6% | -53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling