+1,683.6%
BE vs ZETA
+280.5%
+1,403.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.5% | +7.4% | +10.7% |
| 7D | -1.2% | +6.2% | -7.4% | -2.5% |
| 30D | -30.9% | -2.0% | -28.9% | -30.2% |
| 3M | -11.6% | +21.7% | -33.3% | -16.4% |
| 6M | -25.7% | +89.1% | -114.9% | -39.5% |
| YTD | +123.1% | +59.3% | +63.8% | +87.4% |
| 1Y | +43.4% | +66.2% | -22.8% | +19.4% |
| 3Y | +1,683.6% | +297.3% | +1,386.3% | +732.1% |
| All | +1,683.6% | +280.5% | +1,403.1% | +732.1% |
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