+15.1%
TEAM vs ZETA
+84.8%
-69.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -2.1% |
| 7D | -13.7% | -5.0% | -8.7% | -11.1% |
| 30D | -3.4% | -3.3% | -0.1% | -1.4% |
| 3M | +72.1% | +31.0% | +41.1% | +48.3% |
| 6M | +103.8% | +72.2% | +31.7% | +53.8% |
| YTD | +17.1% | +56.2% | -39.1% | -10.3% |
| 1Y | +15.1% | +90.3% | -75.2% | -13.3% |
| All | +15.1% | +84.8% | -69.7% | -13.3% |
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 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