+718.6%
FLEX vs ZETA
+241.7%
+476.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.8% | +6.2% | +4.7% |
| 7D | +7.0% | -2.4% | +9.4% | +7.3% |
| 30D | -5.8% | +15.6% | -21.4% | -8.1% |
| 3M | -24.2% | +41.5% | -65.7% | -28.9% |
| 6M | +90.8% | +63.4% | +27.4% | +72.9% |
| YTD | +89.2% | +51.3% | +37.9% | +72.2% |
| 1Y | +104.7% | +65.8% | +38.9% | +82.1% |
| 3Y | +478.1% | +279.2% | +198.9% | +309.7% |
| 5Y | +726.2% | +341.8% | +384.4% | +448.5% |
| All | +718.6% | +241.7% | +476.9% | +455.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling