+24.1%
HAL vs ZETA
+85.8%
-61.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | +2.6% | +26.5% | -23.8% | +2.5% |
| 30D | -0.1% | +10.3% | -10.4% | -0.2% |
| 3M | -1.1% | +30.5% | -31.7% | -1.2% |
| 6M | -20.7% | +129.4% | -150.1% | -21.0% |
| YTD | +17.5% | +83.1% | -65.6% | +17.6% |
| 1Y | +24.1% | +82.1% | -58.0% | +26.3% |
| All | +24.1% | +85.8% | -61.7% | +26.3% |
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