-7.6%
IGV vs ZETA
+85.8%
-93.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.3% |
| 7D | +2.5% | +26.5% | -24.0% | -6.5% |
| 30D | -8.6% | +10.3% | -18.9% | -12.2% |
| 3M | -1.6% | +30.5% | -32.1% | -11.4% |
| 6M | +13.4% | +129.4% | -115.9% | -17.7% |
| YTD | -4.0% | +83.1% | -87.1% | -27.1% |
| 1Y | -7.6% | +82.1% | -89.7% | -29.9% |
| All | -7.6% | +85.8% | -93.4% | -29.9% |
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 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