+128.6%
ZETA vs AVTR
+89.5%
+39.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.0% | +6.6% | +7.4% |
| 7D | +18.8% | +0.5% | +18.2% | +18.6% |
| 30D | +12.6% | +1.5% | +11.1% | +12.6% |
| 3M | +29.5% | +14.2% | +15.2% | +27.7% |
| 6M | +128.6% | +97.4% | +31.2% | +118.8% |
| All | +128.6% | +89.5% | +39.1% | +118.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling