+42.5%
GDXJ vs ZETA
+60.9%
-18.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.3% |
| 7D | -2.8% | -3.7% | +0.9% | -2.1% |
| 30D | +5.0% | +5.7% | -0.8% | +3.6% |
| 3M | +24.1% | +50.4% | -26.4% | +14.2% |
| 6M | -7.4% | +65.5% | -72.8% | -16.3% |
| YTD | +10.2% | +48.3% | -38.1% | +0.9% |
| 1Y | +42.5% | +45.4% | -2.8% | +29.1% |
| All | +42.5% | +60.9% | -18.3% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling