+56.1%
HAL vs ZETA
+306.8%
-250.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.3% |
| 7D | +6.1% | +18.1% | -12.0% | +4.4% |
| 30D | +2.9% | +13.6% | -10.7% | +1.5% |
| 3M | +3.3% | +23.7% | -20.4% | +0.9% |
| 6M | -16.9% | +128.5% | -145.4% | -24.2% |
| YTD | +21.2% | +80.1% | -58.9% | +12.3% |
| 1Y | +27.5% | +98.0% | -70.5% | +16.8% |
| 3Y | -6.4% | +348.6% | -355.0% | -28.5% |
| 5Y | +58.0% | +286.6% | -228.6% | +16.2% |
| All | +56.1% | +306.8% | -250.7% | +20.4% |
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