+249.0%
ZETA vs AMC
-99.3%
+348.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.9% | +3.3% | +5.0% |
| 7D | -0.4% | +2.6% | -3.1% | -0.8% |
| 30D | -8.0% | +9.0% | -17.1% | -9.1% |
| 3M | +21.4% | +22.2% | -0.8% | +17.2% |
| 6M | +80.1% | +91.5% | -11.4% | +58.7% |
| YTD | +52.5% | +101.3% | -48.8% | +32.3% |
| 1Y | +58.5% | +20.8% | +37.7% | +47.5% |
| 3Y | +281.7% | -71.3% | +353.0% | +304.2% |
| 5Y | +237.3% | -99.2% | +336.5% | +455.9% |
| All | +249.0% | -99.3% | +348.4% | +461.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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