+70.1%
HAL vs ZETA
+241.7%
-171.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | +0.5% | -2.4% | +2.9% | +0.6% |
| 30D | +15.9% | +15.6% | +0.4% | +14.2% |
| 3M | -8.7% | +41.5% | -50.2% | -12.2% |
| 6M | +9.0% | +63.4% | -54.4% | +2.7% |
| YTD | +32.0% | +51.3% | -19.3% | +24.7% |
| 1Y | +72.5% | +65.8% | +6.7% | +60.2% |
| 3Y | -4.5% | +279.2% | -283.7% | -25.9% |
| 5Y | +109.7% | +341.8% | -232.1% | +52.2% |
| All | +70.1% | +241.7% | -171.7% | +33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling