+189.8%
HOOD vs ZETA
+329.5%
-139.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.5% |
| 7D | +17.1% | +2.7% | +14.5% | +16.1% |
| 30D | +31.6% | +15.8% | +15.8% | +24.5% |
| 3M | +38.2% | +35.4% | +2.8% | +22.0% |
| 6M | +48.5% | +67.1% | -18.6% | +19.9% |
| YTD | +8.0% | +54.1% | -46.1% | -10.6% |
| 1Y | +18.7% | +67.8% | -49.2% | -6.0% |
| 3Y | +999.1% | +311.4% | +687.7% | +446.4% |
| All | +189.8% | +329.5% | -139.6% | +30.6% |
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