+231.1%
HOOD vs ZETA
+407.0%
-175.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | +7.7% | -0.1% | +7.8% | +8.1% |
| 30D | +22.0% | +10.5% | +11.5% | +17.6% |
| 3M | +37.6% | +44.3% | -6.7% | +18.7% |
| 6M | +45.3% | +59.4% | -14.2% | +19.7% |
| YTD | +1.9% | +49.5% | -47.6% | -14.4% |
| 1Y | -2.7% | +62.7% | -65.4% | -21.6% |
| 3Y | +973.4% | +274.6% | +698.7% | +461.0% |
| 5Y | +179.3% | +349.3% | -170.1% | +31.0% |
| All | +231.1% | +407.0% | -175.9% | +56.9% |
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