+273.1%
ZETA vs AMIX
-100.0%
+373.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.2% | -1.1% |
| 7D | +26.5% | -10.9% | +37.3% | +26.6% |
| 30D | +10.3% | -55.0% | +65.2% | +11.9% |
| 3M | +30.5% | -82.0% | +112.6% | +34.6% |
| 6M | +129.4% | -80.4% | +209.8% | +121.9% |
| YTD | +83.1% | -88.3% | +171.4% | +80.0% |
| 1Y | +82.1% | -92.4% | +174.5% | +80.2% |
| All | +273.1% | -100.0% | +373.0% | +258.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling