+68.5%
LIN vs ZETA
+281.0%
-212.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +0.8% |
| 7D | +2.1% | +18.1% | -16.0% | +0.9% |
| 30D | +6.8% | +13.6% | -6.8% | +5.7% |
| 3M | +10.4% | +23.7% | -13.4% | +8.5% |
| 6M | +3.2% | +128.5% | -125.3% | -3.6% |
| YTD | +24.6% | +80.1% | -55.5% | +17.9% |
| 1Y | +24.4% | +98.0% | -73.6% | +16.6% |
| 3Y | +36.7% | +348.6% | -311.8% | +10.3% |
| All | +68.5% | +281.0% | -212.5% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling