-13.7%
HAL vs ZETA
+273.0%
-286.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.5% | -0.6% |
| 7D | -12.0% | -0.4% | -11.5% | -12.0% |
| 30D | +0.3% | -8.0% | +8.3% | +0.7% |
| 3M | -1.6% | +21.4% | -23.0% | -2.9% |
| 6M | -20.5% | +80.1% | -100.6% | -24.0% |
| YTD | +14.2% | +52.5% | -38.3% | +9.9% |
| 1Y | +18.9% | +58.5% | -39.6% | +13.8% |
| 3Y | -13.7% | +281.7% | -295.4% | -28.5% |
| All | -13.7% | +273.0% | -286.7% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling