+733.9%
BE vs ZETA
+318.9%
+415.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +7.6% | +5.4% | +10.4% |
| 7D | +4.5% | +18.8% | -14.2% | -1.0% |
| 30D | -20.1% | +12.6% | -32.8% | -22.9% |
| 3M | -0.8% | +29.5% | -30.3% | -9.4% |
| 6M | -26.2% | +128.6% | -154.8% | -46.3% |
| YTD | +141.1% | +85.5% | +55.6% | +84.1% |
| 1Y | +64.8% | +90.6% | -25.8% | +25.2% |
| 3Y | +1,887.4% | +358.0% | +1,529.4% | +796.7% |
| 5Y | +518.1% | +282.0% | +236.1% | +154.8% |
| All | +733.9% | +318.9% | +415.0% | +212.9% |
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 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