+955.2%
STX vs ZETA
+237.6%
+717.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.9% |
| 7D | +9.6% | -0.1% | +9.6% | +9.5% |
| 30D | +10.6% | +10.5% | +0.1% | +9.1% |
| 3M | +4.8% | +44.3% | -39.5% | -0.7% |
| 6M | +137.3% | +59.4% | +77.8% | +120.2% |
| YTD | +222.5% | +49.5% | +173.0% | +200.7% |
| 1Y | +366.2% | +62.7% | +303.5% | +327.7% |
| 3Y | +1,352.9% | +274.6% | +1,078.3% | +1,000.4% |
| 5Y | +1,077.4% | +349.3% | +728.1% | +748.0% |
| All | +955.2% | +237.6% | +717.6% | +667.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling