+25.6%
HAL vs ZETA
+84.8%
-59.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.8% | -3.1% |
| 7D | -7.7% | -5.0% | -2.7% | -7.7% |
| 30D | +0.7% | -3.3% | +4.0% | +0.7% |
| 3M | +2.5% | +31.0% | -28.5% | +2.5% |
| 6M | -20.7% | +72.2% | -92.8% | -20.7% |
| YTD | +18.4% | +56.2% | -37.8% | +18.5% |
| 1Y | +25.6% | +90.3% | -64.7% | +24.3% |
| All | +25.6% | +84.8% | -59.2% | +24.3% |
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