+378.4%
ASX vs ZETA
+356.2%
+22.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.9% |
| 7D | +22.1% | +26.5% | -4.4% | +18.5% |
| 30D | -23.8% | +10.3% | -34.0% | -24.6% |
| 3M | -7.6% | +30.5% | -38.2% | -10.5% |
| 6M | +6.9% | +129.4% | -122.4% | -4.3% |
| YTD | +127.7% | +83.1% | +44.5% | +107.8% |
| 1Y | +144.5% | +82.1% | +62.5% | +122.9% |
| All | +378.4% | +356.2% | +22.2% | +233.2% |
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