+577.9%
AMD vs ZETA
+318.9%
+259.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +7.6% | -0.3% | +5.6% |
| 7D | +13.1% | +18.8% | -5.6% | +9.3% |
| 30D | -7.0% | +12.6% | -19.6% | -8.9% |
| 3M | +16.6% | +29.5% | -12.9% | +10.2% |
| 6M | +20.5% | +128.6% | -108.1% | -1.8% |
| YTD | +158.2% | +85.5% | +72.7% | +117.0% |
| 1Y | +132.8% | +90.6% | +42.2% | +94.0% |
| 3Y | +366.2% | +358.0% | +8.2% | +162.4% |
| 5Y | +278.7% | +282.0% | -3.3% | +101.4% |
| All | +577.9% | +318.9% | +259.0% | +273.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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