+168.1%
TQQQ vs ZETA
+239.2%
-71.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.7% | -3.5% |
| 7D | -3.9% | -6.5% | +2.6% | -1.3% |
| 30D | -5.3% | +4.8% | -10.1% | -7.4% |
| 3M | +0.1% | +53.3% | -53.2% | -18.1% |
| 6M | +40.7% | +66.8% | -26.2% | +9.3% |
| YTD | +31.8% | +50.2% | -18.4% | +5.5% |
| 1Y | +48.2% | +62.0% | -13.8% | +12.9% |
| 3Y | +253.6% | +276.4% | -22.7% | +48.1% |
| 5Y | +99.6% | +341.6% | -242.0% | -21.0% |
| All | +168.1% | +239.2% | -71.1% | +8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling