+310.6%
BE vs ZETA
+61.8%
+248.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | +9.7% | -6.5% | +16.2% | +11.3% |
| 30D | +22.4% | +4.8% | +17.5% | +20.7% |
| 3M | +10.4% | +53.3% | -43.0% | -1.6% |
| 6M | +67.9% | +66.8% | +1.0% | +42.7% |
| YTD | +197.5% | +50.2% | +147.3% | +159.4% |
| 1Y | +310.6% | +62.0% | +248.5% | +246.3% |
| All | +310.6% | +61.8% | +248.8% | +246.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling