+410.4%
ASX vs ZETA
+259.8%
+150.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.5% | +4.2% | +7.9% |
| 7D | -12.3% | +6.2% | -18.5% | -12.8% |
| 30D | -26.0% | -2.0% | -24.0% | -25.5% |
| 3M | -8.1% | +21.7% | -29.8% | -10.6% |
| 6M | +1.4% | +89.1% | -87.8% | -8.9% |
| YTD | +115.6% | +59.3% | +56.3% | +96.6% |
| 1Y | +128.0% | +66.2% | +61.9% | +106.1% |
| 3Y | +371.4% | +297.3% | +74.1% | +234.0% |
| 5Y | +469.4% | +227.5% | +241.9% | +283.6% |
| All | +410.4% | +259.8% | +150.6% | +243.1% |
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