+1,619.0%
BE vs ZETA
+288.0%
+1,331.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.1% | +11.4% | +8.5% |
| 7D | +20.0% | +2.7% | +17.3% | +19.0% |
| 30D | +7.9% | +15.8% | -7.9% | +3.1% |
| 3M | -13.2% | +35.4% | -48.6% | -21.2% |
| 6M | +53.5% | +67.1% | -13.7% | +28.1% |
| YTD | +191.0% | +54.1% | +137.0% | +145.7% |
| 1Y | +360.5% | +67.8% | +292.7% | +278.8% |
| All | +1,619.0% | +288.0% | +1,331.0% | +713.6% |
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