+34.8%
SMCI vs ZETA
+274.1%
-239.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.4% | -4.1% |
| 7D | -1.3% | -6.5% | +5.2% | +0.4% |
| 30D | +18.3% | +4.8% | +13.5% | +16.4% |
| 3M | +27.7% | +53.3% | -25.6% | +11.4% |
| 6M | +17.6% | +66.8% | -49.2% | +0.6% |
| YTD | +27.7% | +50.2% | -22.5% | +11.0% |
| 1Y | -14.9% | +62.0% | -76.9% | -28.5% |
| All | +34.8% | +274.1% | -239.3% | -24.3% |
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