-52.0%
INTU vs ZETA
+62.1%
-114.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.4% | -3.6% |
| 7D | -7.5% | -2.4% | -5.1% | -6.9% |
| 30D | -1.9% | +15.6% | -17.5% | -6.6% |
| 3M | +4.9% | +41.5% | -36.6% | -7.3% |
| 6M | -33.2% | +63.4% | -96.6% | -44.2% |
| YTD | -51.4% | +51.3% | -102.7% | -58.8% |
| 1Y | -52.0% | +65.8% | -117.8% | -59.9% |
| All | -52.0% | +62.1% | -114.1% | -59.9% |
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