+122.3%
SLV vs ZETA
+273.0%
-150.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -0.6% |
| 7D | +5.1% | -0.4% | +5.5% | +5.1% |
| 30D | -12.9% | -8.0% | -4.9% | -12.3% |
| 3M | -16.1% | +21.4% | -37.5% | -17.6% |
| 6M | -33.2% | +80.1% | -113.3% | -36.6% |
| YTD | -27.2% | +52.5% | -79.7% | -30.4% |
| 1Y | +7.6% | +58.5% | -50.9% | +2.7% |
| 3Y | +122.3% | +281.7% | -159.3% | +82.8% |
| All | +122.3% | +273.0% | -150.6% | +82.8% |
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