+41.8%
SCHD vs ZETA
+84.8%
-43.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.8% | +1.8% |
| 7D | +3.2% | -5.0% | +8.2% | +3.3% |
| 30D | +10.7% | -3.3% | +14.0% | +10.7% |
| 3M | +7.8% | +31.0% | -23.2% | +7.2% |
| 6M | +16.7% | +72.2% | -55.4% | +15.0% |
| YTD | +35.3% | +56.2% | -20.9% | +33.1% |
| 1Y | +41.8% | +90.3% | -48.5% | +37.8% |
| All | +41.8% | +84.8% | -43.0% | +37.8% |
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 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