+294.9%
ZETA vs AVTR
-58.9%
+353.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +18.1% | +0.5% | +17.7% | +17.9% |
| 30D | +13.6% | -1.0% | +14.6% | +14.1% |
| 3M | +23.7% | +12.2% | +11.5% | +18.1% |
| 6M | +128.5% | +97.5% | +31.0% | +71.8% |
| YTD | +80.1% | +35.6% | +44.5% | +57.0% |
| 1Y | +98.0% | +32.8% | +65.2% | +73.7% |
| 3Y | +348.6% | -16.5% | +365.1% | +337.7% |
| All | +294.9% | -58.9% | +353.9% | +547.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling