+71.6%
HAL vs ZETA
+237.6%
-166.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.0% |
| 7D | -1.3% | -0.1% | -1.3% | -1.4% |
| 30D | +10.9% | +10.5% | +0.4% | +9.7% |
| 3M | -5.8% | +44.3% | -50.2% | -9.6% |
| 6M | +8.1% | +59.4% | -51.3% | +2.1% |
| YTD | +33.2% | +49.5% | -16.3% | +25.9% |
| 1Y | +74.2% | +62.7% | +11.5% | +62.1% |
| 3Y | -3.7% | +274.6% | -278.3% | -25.1% |
| 5Y | +111.9% | +349.3% | -237.4% | +53.3% |
| All | +71.6% | +237.6% | -166.0% | +35.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling