+52.2%
HAL vs ZETA
+318.9%
-266.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +7.6% | -4.3% | +2.6% |
| 7D | -0.2% | +18.8% | -19.0% | -1.9% |
| 30D | +1.0% | +12.6% | -11.6% | -0.3% |
| 3M | -2.1% | +29.5% | -31.6% | -4.8% |
| 6M | -17.5% | +128.6% | -146.1% | -24.7% |
| YTD | +18.1% | +85.5% | -67.3% | +9.2% |
| 1Y | +19.7% | +90.6% | -70.9% | +10.1% |
| 3Y | -7.9% | +358.0% | -365.9% | -29.7% |
| 5Y | +53.1% | +282.0% | -228.9% | +12.7% |
| All | +52.2% | +318.9% | -266.7% | +17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling