+30.3%
SCHD vs ZETA
+68.7%
-38.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | -0.7% |
| 7D | -0.3% | +2.7% | -2.9% | -0.4% |
| 30D | +3.4% | +15.8% | -12.4% | +3.0% |
| 3M | +7.6% | +35.4% | -27.8% | +6.5% |
| 6M | +12.2% | +67.1% | -55.0% | +9.9% |
| YTD | +29.0% | +54.1% | -25.1% | +26.5% |
| 1Y | +30.3% | +67.8% | -37.5% | +27.1% |
| All | +30.3% | +68.7% | -38.4% | +27.1% |
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