+37.8%
LIN vs ZETA
+254.2%
-216.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.3% | +6.6% | -0.4% |
| 7D | +3.6% | -10.0% | +13.6% | +3.9% |
| 30D | +6.4% | -10.6% | +16.9% | +6.7% |
| 3M | +6.5% | +8.9% | -2.4% | +6.0% |
| 6M | +4.9% | +65.1% | -60.2% | +2.5% |
| YTD | +23.4% | +44.8% | -21.4% | +21.0% |
| 1Y | +26.3% | +47.8% | -21.5% | +23.5% |
| All | +37.8% | +254.2% | -216.4% | +27.7% |
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