+486.8%
ASX vs ZETA
+281.0%
+205.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.4% | -1.8% |
| 7D | +12.4% | +18.1% | -5.7% | +9.5% |
| 30D | -19.8% | +13.6% | -33.4% | -21.2% |
| 3M | -10.3% | +23.7% | -34.1% | -13.2% |
| 6M | +1.2% | +128.5% | -127.3% | -12.4% |
| YTD | +123.0% | +80.1% | +42.9% | +98.2% |
| 1Y | +145.4% | +98.0% | +47.4% | +114.2% |
| 3Y | +368.6% | +348.6% | +20.0% | +211.3% |
| All | +486.8% | +281.0% | +205.8% | +252.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling