+432.3%
ASX vs ZETA
+329.5%
+102.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.8% |
| 7D | -0.7% | +2.7% | -3.4% | -1.2% |
| 30D | +2.0% | +15.8% | -13.8% | -0.4% |
| 3M | -1.3% | +35.4% | -36.8% | -6.4% |
| 6M | +71.4% | +67.1% | +4.3% | +55.8% |
| YTD | +135.3% | +54.1% | +81.3% | +114.8% |
| 1Y | +267.5% | +67.8% | +199.7% | +227.8% |
| 3Y | +388.5% | +311.4% | +77.1% | +236.1% |
| All | +432.3% | +329.5% | +102.9% | +240.9% |
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