+65.1%
ZETA vs AMIX
-79.8%
+144.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.6% | -1.7% | -7.2% |
| 7D | -10.0% | -25.5% | +15.5% | -9.6% |
| 30D | -10.6% | -56.2% | +45.6% | -9.5% |
| 3M | +8.9% | -87.4% | +96.3% | +11.8% |
| 6M | +65.1% | -80.9% | +146.0% | +67.9% |
| All | +65.1% | -79.8% | +144.9% | +67.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling