+17.3%
HAL vs ZETA
+74.8%
-57.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.2% | -8.2% | -0.1% |
| 7D | -6.5% | +13.2% | -19.7% | -6.5% |
| 30D | -2.1% | +6.0% | -8.1% | -2.1% |
| 3M | -4.9% | +27.3% | -32.2% | -4.7% |
| 6M | -19.3% | +104.6% | -123.9% | -19.1% |
| YTD | +14.3% | +72.3% | -58.0% | +14.6% |
| 1Y | +17.3% | +76.3% | -59.0% | +18.7% |
| All | +17.3% | +74.8% | -57.5% | +18.7% |
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 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