+189.6%
ZTS vs AMT
+240.9%
-51.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.6% | -2.2% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | +11.7% | +13.6% | -1.9% | +5.7% |
| 3M | +3.5% | +11.5% | -8.0% | -1.4% |
| 6M | -27.6% | +6.9% | -34.6% | -30.0% |
| YTD | -35.5% | +10.8% | -46.3% | -39.0% |
| 1Y | -32.1% | +10.3% | -42.4% | -35.7% |
| 3Y | -49.1% | +12.4% | -61.5% | -53.6% |
| 5Y | -61.0% | -20.1% | -41.0% | -59.0% |
| 10Y | +74.4% | +116.8% | -42.4% | +25.2% |
| All | +189.6% | +240.9% | -51.3% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling