+138.2%
ADI vs ZETA
+237.6%
-99.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | -4.6% | +10.5% | -15.1% | -6.1% |
| 3M | -9.5% | +44.3% | -53.8% | -14.5% |
| 6M | +14.8% | +59.4% | -44.6% | +5.9% |
| YTD | +35.8% | +49.5% | -13.7% | +25.6% |
| 1Y | +48.9% | +62.7% | -13.7% | +35.1% |
| 3Y | +115.6% | +274.6% | -159.1% | +59.5% |
| 5Y | +135.1% | +349.3% | -214.2% | +67.2% |
| All | +138.2% | +237.6% | -99.5% | +76.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling