+102.9%
DAL vs ZETA
+232.9%
-130.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.3% | -3.1% | +1.2% |
| 7D | +8.8% | -0.4% | +9.2% | +8.9% |
| 30D | +5.4% | -8.0% | +13.4% | +7.0% |
| 3M | -4.9% | +21.4% | -26.3% | -8.9% |
| 6M | +19.8% | +80.1% | -60.2% | +5.1% |
| YTD | +27.0% | +52.5% | -25.5% | +13.8% |
| 1Y | +52.5% | +58.5% | -6.0% | +35.2% |
| 3Y | +173.8% | +281.7% | -107.8% | +83.7% |
| All | +102.9% | +232.9% | -130.0% | +30.3% |
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 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