+39.7%
HAL vs ZETA
+232.9%
-193.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.5% | -0.8% |
| 7D | -12.0% | -0.4% | -11.5% | -12.0% |
| 30D | +0.3% | -8.0% | +8.3% | +1.0% |
| 3M | -1.6% | +21.4% | -23.0% | -3.7% |
| 6M | -20.5% | +80.1% | -100.6% | -25.8% |
| YTD | +14.2% | +52.5% | -38.3% | +7.5% |
| 1Y | +18.9% | +58.5% | -39.6% | +11.1% |
| 3Y | -13.7% | +281.7% | -295.4% | -34.1% |
| All | +39.7% | +232.9% | -193.2% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling