+88.6%
TGT vs ZETA
+84.8%
+3.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +5.4% |
| 7D | +9.5% | -5.0% | +14.5% | +9.9% |
| 30D | +6.6% | -3.3% | +10.0% | +6.8% |
| 3M | +11.0% | +31.0% | -20.0% | +8.3% |
| 6M | +29.9% | +72.2% | -42.3% | +22.4% |
| YTD | +71.4% | +56.2% | +15.3% | +61.6% |
| 1Y | +88.6% | +90.3% | -1.7% | +69.9% |
| All | +88.6% | +84.8% | +3.8% | +69.9% |
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