+72.5%
NEE vs ZETA
+361.9%
-289.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.6% | -7.9% | -0.3% |
| 7D | -2.8% | +18.8% | -21.5% | -2.7% |
| 30D | +9.5% | +12.6% | -3.1% | +9.6% |
| 3M | +1.0% | +29.5% | -28.4% | +1.1% |
| 6M | -8.0% | +128.6% | -136.6% | -8.1% |
| YTD | +9.4% | +85.5% | -76.0% | +9.5% |
| 1Y | +3.1% | +90.6% | -87.5% | +3.1% |
| All | +72.5% | +361.9% | -289.4% | +40.8% |
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 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