+327.1%
NET vs ZETA
+311.4%
+15.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | -0.9% |
| 7D | -7.0% | +2.7% | -9.6% | -7.7% |
| 30D | -4.8% | +15.8% | -20.6% | -8.4% |
| 3M | +3.8% | +35.4% | -31.6% | -4.7% |
| 6M | +50.0% | +67.1% | -17.1% | +29.9% |
| YTD | +41.5% | +54.1% | -12.6% | +23.2% |
| 1Y | +32.8% | +67.8% | -35.0% | +12.1% |
| All | +327.1% | +311.4% | +15.7% | +95.4% |
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