+294.5%
ZETA vs AMC
-99.3%
+393.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.8% | +6.4% | +7.9% |
| 7D | +13.2% | +5.5% | +7.8% | +12.4% |
| 30D | +6.0% | +16.1% | -10.1% | +3.8% |
| 3M | +27.3% | +43.0% | -15.6% | +20.3% |
| 6M | +104.6% | +130.7% | -26.1% | +75.6% |
| YTD | +72.3% | +121.8% | -49.5% | +47.5% |
| 1Y | +76.3% | +40.7% | +35.7% | +60.7% |
| 3Y | +325.6% | -56.8% | +382.4% | +323.7% |
| 5Y | +254.2% | -99.1% | +353.3% | +468.2% |
| All | +294.5% | -99.3% | +393.8% | +526.5% |
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