+113.0%
HOOD vs ZETA
+232.9%
-119.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.3% | -2.1% | +1.0% |
| 7D | -4.8% | -0.4% | -4.4% | -4.5% |
| 30D | -26.1% | -8.0% | -18.1% | -23.3% |
| 3M | -10.8% | +21.4% | -32.2% | -17.5% |
| 6M | +2.4% | +80.1% | -77.7% | -20.9% |
| YTD | -28.5% | +52.5% | -80.9% | -41.3% |
| 1Y | -36.3% | +58.5% | -94.8% | -48.6% |
| 3Y | +743.7% | +281.7% | +462.0% | +302.3% |
| All | +113.0% | +232.9% | -119.9% | -14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling