-33.8%
HUT vs ZETA
+232.9%
-266.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +5.3% | +9.3% | +12.4% |
| 7D | -11.4% | -0.4% | -10.9% | -11.2% |
| 30D | -41.0% | -8.0% | -33.0% | -38.6% |
| 3M | -41.9% | +21.4% | -63.3% | -47.1% |
| 6M | -51.7% | +80.1% | -131.8% | -64.7% |
| YTD | +14.6% | +52.5% | -37.9% | -11.4% |
| 1Y | +21.4% | +58.5% | -37.1% | -7.6% |
| 3Y | +359.8% | +281.7% | +78.2% | +69.6% |
| All | -33.8% | +232.9% | -266.7% | -80.3% |
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