+25.7%
LIN vs ZETA
+74.8%
-49.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.2% | -7.9% | +0.4% |
| 7D | +2.0% | +13.2% | -11.2% | +2.2% |
| 30D | +7.9% | +6.0% | +1.9% | +8.0% |
| 3M | +6.3% | +27.3% | -21.0% | +6.6% |
| 6M | +6.5% | +104.6% | -98.1% | +7.1% |
| YTD | +23.6% | +72.3% | -48.8% | +25.3% |
| 1Y | +25.7% | +76.3% | -50.6% | +27.3% |
| All | +25.7% | +74.8% | -49.1% | +27.3% |
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 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