+25.4%
LIN vs ZETA
+61.6%
-36.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.5% | -3.5% | +1.0% |
| 7D | +0.1% | +6.2% | -6.1% | +0.2% |
| 30D | +7.6% | -2.0% | +9.6% | +7.6% |
| 3M | +6.5% | +21.7% | -15.2% | +6.8% |
| 6M | +6.2% | +89.1% | -83.0% | +6.7% |
| YTD | +23.2% | +59.3% | -36.1% | +24.9% |
| All | +25.4% | +61.6% | -36.2% | +26.8% |
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 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