+40.1%
GILD vs ZETA
+56.6%
-16.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.3% | +3.3% | -4.0% |
| 7D | +1.2% | -10.0% | +11.2% | +1.1% |
| 30D | +16.2% | -10.6% | +26.7% | +16.0% |
| 3M | +27.9% | +8.9% | +19.0% | +28.0% |
| 6M | +27.1% | +65.1% | -38.0% | +28.5% |
| YTD | +39.0% | +44.8% | -5.8% | +39.3% |
| 1Y | +40.1% | +47.8% | -7.7% | +41.1% |
| All | +40.1% | +56.6% | -16.5% | +41.1% |
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