+133.9%
HL vs ZETA
+68.7%
+65.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -1.7% |
| 7D | +1.5% | +2.7% | -1.2% | +0.8% |
| 30D | +25.1% | +15.8% | +9.2% | +21.0% |
| 3M | +22.9% | +35.4% | -12.5% | +15.5% |
| 6M | -4.9% | +67.1% | -72.0% | -14.1% |
| YTD | +7.8% | +54.1% | -46.2% | -0.4% |
| 1Y | +133.9% | +67.8% | +66.1% | +114.1% |
| All | +133.9% | +68.7% | +65.2% | +114.1% |
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 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