+90.3%
ZETA vs AVTR
+37.4%
+52.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | -5.0% | -6.2% | +1.2% | -2.6% |
| 30D | -3.3% | -1.0% | -2.3% | -3.0% |
| 3M | +31.0% | +14.4% | +16.6% | +23.7% |
| 6M | +72.2% | +95.9% | -23.7% | +21.5% |
| YTD | +56.2% | +36.6% | +19.6% | +37.7% |
| 1Y | +90.3% | +35.1% | +55.2% | +71.3% |
| All | +90.3% | +37.4% | +52.9% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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