+74.2%
HAL vs ZETA
+63.2%
+11.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.9% |
| 7D | -1.3% | -0.1% | -1.3% | -1.3% |
| 30D | +10.9% | +10.5% | +0.4% | +10.6% |
| 3M | -5.8% | +44.3% | -50.2% | -6.6% |
| 6M | +8.1% | +59.4% | -51.3% | +6.9% |
| YTD | +33.2% | +49.5% | -16.3% | +31.8% |
| 1Y | +74.2% | +62.7% | +11.5% | +73.9% |
| All | +74.2% | +63.2% | +11.0% | +73.9% |
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