+45.9%
HLT vs ZETA
+84.8%
-38.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +3.3% |
| 7D | +7.7% | -5.0% | +12.7% | +8.0% |
| 30D | +19.1% | -3.3% | +22.5% | +19.3% |
| 3M | +20.7% | +31.0% | -10.3% | +18.4% |
| 6M | +21.0% | +72.2% | -51.1% | +15.9% |
| YTD | +31.3% | +56.2% | -24.9% | +26.1% |
| 1Y | +45.9% | +90.3% | -44.4% | +35.7% |
| All | +45.9% | +84.8% | -38.9% | +35.7% |
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