+213.8%
ZETA vs AMIX
-99.9%
+313.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.1% | -4.0% |
| 7D | +2.7% | -13.7% | +16.4% | +2.9% |
| 30D | +15.8% | -62.1% | +77.9% | +17.7% |
| 3M | +35.4% | -46.2% | +81.6% | +29.3% |
| 6M | +67.1% | -46.4% | +113.5% | +59.2% |
| YTD | +54.1% | -60.3% | +114.3% | +48.0% |
| 1Y | +67.8% | -79.7% | +147.5% | +63.8% |
| All | +213.8% | -99.9% | +313.7% | +194.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling