-42.3%
MSTR vs ZETA
+84.8%
-127.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +3.9% |
| 7D | -1.8% | -5.0% | +3.2% | +0.6% |
| 30D | -13.3% | -3.3% | -10.0% | -11.7% |
| 3M | +46.0% | +31.0% | +15.0% | +31.6% |
| 6M | -22.4% | +72.2% | -94.6% | -38.3% |
| YTD | -6.2% | +56.2% | -62.4% | -27.5% |
| 1Y | -42.3% | +90.3% | -132.6% | -58.7% |
| All | -42.3% | +84.8% | -127.1% | -58.7% |
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 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