+56.2%
ZTS vs AMT
+94.9%
-38.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.9% |
| 7D | -4.8% | -0.2% | -4.6% | -4.7% |
| 30D | +1.2% | +1.8% | -0.6% | +0.4% |
| 3M | -6.0% | -6.2% | +0.2% | -3.7% |
| 6M | -38.7% | -5.0% | -33.7% | -37.7% |
| YTD | -40.6% | +2.1% | -42.7% | -41.8% |
| 1Y | -50.6% | -5.7% | -44.9% | -50.0% |
| 3Y | -58.7% | +7.9% | -66.7% | -62.1% |
| 5Y | -62.8% | -32.3% | -30.5% | -57.5% |
| 10Y | +56.2% | +95.0% | -38.8% | +29.0% |
| All | +56.2% | +94.9% | -38.7% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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