+155.1%
INTC vs ZETA
+280.9%
-125.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.1% | +8.6% | +5.0% |
| 7D | +7.1% | +2.7% | +4.4% | +6.6% |
| 30D | -5.2% | +15.8% | -21.0% | -7.1% |
| 3M | -14.3% | +35.4% | -49.7% | -17.8% |
| 6M | +110.2% | +67.1% | +43.1% | +93.4% |
| YTD | +159.6% | +54.1% | +105.6% | +140.0% |
| 1Y | +289.3% | +67.8% | +221.4% | +252.8% |
| All | +155.1% | +280.9% | -125.8% | +90.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling