-10.5%
ISRG vs ZETA
+84.8%
-95.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +9.0% |
| 7D | +8.5% | -5.0% | +13.5% | +9.4% |
| 30D | +18.6% | -3.3% | +21.9% | +19.1% |
| 3M | +30.9% | +31.0% | -0.1% | +24.9% |
| 6M | +6.6% | +72.2% | -65.6% | -4.4% |
| YTD | -14.9% | +56.2% | -71.0% | -23.0% |
| 1Y | -10.5% | +90.3% | -100.8% | -20.9% |
| All | -10.5% | +84.8% | -95.3% | -20.9% |
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