+175.0%
TQQQ vs ZETA
+235.0%
-60.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.1% |
| 7D | -1.9% | -3.7% | +1.8% | -0.4% |
| 30D | -4.9% | +5.7% | -10.6% | -7.3% |
| 3M | -6.4% | +50.4% | -56.9% | -22.9% |
| 6M | +44.4% | +65.5% | -21.1% | +12.5% |
| YTD | +35.2% | +48.3% | -13.1% | +8.7% |
| 1Y | +49.5% | +45.4% | +4.1% | +19.5% |
| 3Y | +250.7% | +270.8% | -20.0% | +47.8% |
| 5Y | +104.7% | +336.1% | -231.4% | -18.6% |
| All | +175.0% | +235.0% | -60.0% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling