-62.8%
ZTS vs AMP
+118.7%
-181.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -4.5% | -2.0% | -2.5% | -3.8% |
| 30D | -3.3% | -1.7% | -1.6% | -2.7% |
| 3M | -9.7% | +23.2% | -33.0% | -16.1% |
| 6M | -38.8% | +22.2% | -61.0% | -42.8% |
| YTD | -41.2% | +14.0% | -55.2% | -43.9% |
| 1Y | -50.3% | +14.0% | -64.3% | -52.7% |
| 3Y | -59.1% | +67.0% | -126.1% | -67.4% |
| 5Y | -62.8% | +123.2% | -186.0% | -74.0% |
| All | -62.8% | +118.7% | -181.5% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling