+273.7%
GE vs ZETA
+325.6%
-52.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.2% | -7.5% | -0.1% |
| 7D | +5.4% | +13.2% | -7.9% | +4.1% |
| 30D | +9.6% | +6.0% | +3.7% | +8.9% |
| 3M | -7.7% | +27.3% | -35.1% | -10.2% |
| 6M | +14.0% | +104.6% | -90.6% | +5.2% |
| YTD | +10.2% | +72.3% | -62.2% | +2.5% |
| 1Y | +8.9% | +76.3% | -67.4% | +0.8% |
| 3Y | +273.7% | +325.6% | -52.0% | +179.0% |
| All | +273.7% | +325.6% | -52.0% | +179.0% |
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