+114.5%
ADI vs ZETA
+281.1%
-166.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.5% |
| 7D | +2.4% | -2.4% | +4.9% | +2.7% |
| 30D | -6.6% | +15.6% | -22.1% | -8.4% |
| 3M | -9.8% | +41.5% | -51.3% | -14.1% |
| 6M | +15.7% | +63.4% | -47.8% | +7.0% |
| YTD | +35.1% | +51.3% | -16.2% | +25.7% |
| 1Y | +47.7% | +65.8% | -18.1% | +34.5% |
| 3Y | +114.5% | +279.2% | -164.7% | +50.5% |
| All | +114.5% | +281.1% | -166.6% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling