+102.1%
DASH vs ZETA
+254.2%
-152.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -7.3% | -2.1% | -8.1% |
| 7D | +0.5% | -10.0% | +10.5% | +2.5% |
| 30D | -7.1% | -10.6% | +3.5% | -5.2% |
| 3M | -13.2% | +8.9% | -22.1% | -14.9% |
| 6M | +8.3% | +65.1% | -56.8% | -2.4% |
| YTD | -20.6% | +44.8% | -65.4% | -27.5% |
| 1Y | -24.4% | +47.8% | -72.2% | -31.4% |
| All | +102.1% | +254.2% | -152.1% | +40.1% |
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