+281.7%
ZETA vs AMC
-71.5%
+353.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.9% | +3.3% | +5.1% |
| 7D | -0.4% | +2.6% | -3.1% | -0.7% |
| 30D | -8.0% | +9.0% | -17.1% | -8.8% |
| 3M | +21.4% | +22.2% | -0.8% | +18.3% |
| 6M | +80.1% | +91.5% | -11.4% | +62.9% |
| YTD | +52.5% | +101.3% | -48.8% | +36.1% |
| 1Y | +58.5% | +20.8% | +37.7% | +47.8% |
| 3Y | +281.7% | -71.3% | +353.0% | +300.8% |
| All | +281.7% | -71.5% | +353.1% | +300.8% |
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