+7.4%
DASH vs ZETA
+329.5%
-322.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.6% | -3.4% |
| 7D | -10.6% | +2.7% | -13.2% | -11.4% |
| 30D | +2.2% | +15.8% | -13.7% | -2.8% |
| 3M | +32.3% | +35.4% | -3.1% | +19.4% |
| 6M | +19.1% | +67.1% | -48.0% | +0.1% |
| YTD | -6.5% | +54.1% | -60.6% | -20.3% |
| 1Y | -14.9% | +67.8% | -82.7% | -30.5% |
| 3Y | +151.9% | +311.4% | -159.5% | +15.3% |
| All | +7.4% | +329.5% | -322.0% | -53.6% |
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 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