+135.7%
ADI vs ZETA
+239.2%
-103.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +1.3% | -6.5% | +7.8% | +2.2% |
| 30D | -6.0% | +4.8% | -10.8% | -6.7% |
| 3M | -7.7% | +53.3% | -61.1% | -13.6% |
| 6M | +14.0% | +66.8% | -52.8% | +4.4% |
| YTD | +34.4% | +50.2% | -15.8% | +24.3% |
| 1Y | +48.0% | +62.0% | -14.1% | +34.3% |
| 3Y | +113.3% | +276.4% | -163.1% | +57.7% |
| 5Y | +131.1% | +341.6% | -210.5% | +64.1% |
| All | +135.7% | +239.2% | -103.5% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ZETA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling