-52.6%
ZTS vs AMRZ
-20.3%
-32.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -4.5% | -8.1% | +3.6% | -2.0% |
| 30D | -3.3% | -14.8% | +11.5% | +1.5% |
| 3M | -9.7% | -19.7% | +10.0% | -3.9% |
| 6M | -38.8% | -30.8% | -8.0% | -32.2% |
| YTD | -41.2% | -24.3% | -16.9% | -36.0% |
| 1Y | -50.3% | -24.0% | -26.3% | -46.6% |
| All | -52.6% | -20.3% | -32.4% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AMRZ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling