+90.3%
ZETA vs ATI
+86.4%
+3.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.7% |
| 7D | -5.0% | +8.3% | -13.3% | -5.5% |
| 30D | -3.3% | -7.3% | +3.9% | -2.7% |
| 3M | +31.0% | -10.5% | +41.5% | +31.8% |
| 6M | +72.2% | +16.4% | +55.8% | +65.6% |
| YTD | +56.2% | +56.1% | +0.1% | +26.7% |
| 1Y | +90.3% | +86.5% | +3.8% | +29.4% |
| All | +90.3% | +86.4% | +3.9% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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