+874.6%
NVDA vs ZETA
+352.7%
+521.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.8% | -2.5% |
| 7D | -4.4% | -6.5% | +2.1% | -2.9% |
| 30D | +0.4% | +4.8% | -4.4% | -0.9% |
| 3M | +9.0% | +53.3% | -44.4% | -2.6% |
| 6M | +18.3% | +66.8% | -48.5% | +2.5% |
| YTD | +17.2% | +50.2% | -32.9% | +2.9% |
| 1Y | +23.3% | +62.0% | -38.7% | +4.4% |
| 3Y | +380.0% | +276.4% | +103.7% | +165.5% |
| 5Y | +874.6% | +341.6% | +533.0% | +376.0% |
| All | +874.6% | +352.7% | +521.9% | +376.0% |
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