+46.6%
HBAN vs ZETA
+235.0%
-188.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | -1.0% | -3.7% | +2.7% | -0.5% |
| 30D | -5.6% | +5.7% | -11.3% | -6.4% |
| 3M | -1.1% | +50.4% | -51.6% | -6.6% |
| 6M | +9.9% | +65.5% | -55.6% | +1.8% |
| YTD | -0.9% | +48.3% | -49.3% | -7.5% |
| 1Y | -1.4% | +45.4% | -46.8% | -8.3% |
| 3Y | +78.2% | +270.8% | -192.5% | +37.0% |
| 5Y | +37.0% | +336.1% | -299.1% | +1.0% |
| All | +46.6% | +235.0% | -188.4% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling