-59.0%
ZTS vs AMP
+64.9%
-123.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.1% |
| 7D | -3.8% | 0.0% | -3.8% | -3.8% |
| 30D | -2.0% | -1.0% | -1.0% | -1.7% |
| 3M | -10.2% | +23.2% | -33.4% | -15.6% |
| 6M | -39.4% | +20.4% | -59.8% | -42.5% |
| YTD | -40.8% | +13.6% | -54.5% | -43.2% |
| 1Y | -50.1% | +13.4% | -63.5% | -52.2% |
| All | -59.0% | +64.9% | -123.9% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling