+251.1%
ZETA vs AMIX
-99.9%
+351.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.8% | -0.6% | +8.0% |
| 7D | +13.2% | +11.4% | +1.8% | +13.0% |
| 30D | +6.0% | -40.5% | +46.5% | +7.0% |
| 3M | +27.3% | -80.1% | +107.4% | +31.1% |
| 6M | +104.6% | -74.8% | +179.4% | +97.3% |
| YTD | +72.3% | -84.0% | +156.3% | +68.4% |
| 1Y | +76.3% | -89.7% | +166.0% | +73.6% |
| All | +251.1% | -99.9% | +351.0% | +235.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling