+361.9%
ZETA vs AMC
-57.0%
+418.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.2% | +8.8% | +7.7% |
| 7D | +18.8% | -2.8% | +21.6% | +19.1% |
| 30D | +12.6% | +14.0% | -1.4% | +11.1% |
| 3M | +29.5% | +42.5% | -13.0% | +24.1% |
| 6M | +128.6% | +142.6% | -14.0% | +101.5% |
| YTD | +85.5% | +119.2% | -33.8% | +63.9% |
| 1Y | +90.6% | +40.7% | +49.9% | +75.1% |
| All | +361.9% | -57.0% | +418.9% | +373.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling