+90.3%
ZETA vs AMIX
-92.3%
+182.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.7% |
| 7D | -5.0% | -25.1% | +20.1% | -4.6% |
| 30D | -3.3% | -54.5% | +51.2% | -2.2% |
| 3M | +31.0% | -91.7% | +122.7% | +35.4% |
| 6M | +72.2% | -79.4% | +151.6% | +68.5% |
| YTD | +56.2% | -86.1% | +142.2% | +50.0% |
| 1Y | +90.3% | -91.6% | +181.9% | +79.3% |
| All | +90.3% | -92.3% | +182.6% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling