-29.7%
ZTS vs AMT
+9.1%
-38.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -7.4% | -2.4% | -5.1% | -6.7% |
| 30D | +9.9% | +4.2% | +5.7% | +8.6% |
| 3M | +10.3% | +13.4% | -3.1% | +6.4% |
| 6M | +9.2% | +9.4% | -0.2% | +5.9% |
| YTD | -32.9% | +11.7% | -44.6% | -35.2% |
| 1Y | -29.7% | +7.1% | -36.8% | -31.5% |
| All | -29.7% | +9.1% | -38.8% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling