+29.3%
V vs ZETA
+84.8%
-55.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +3.7% |
| 7D | +9.0% | -5.0% | +14.0% | +9.4% |
| 30D | +18.1% | -3.3% | +21.4% | +18.3% |
| 3M | +18.3% | +31.0% | -12.7% | +15.4% |
| 6M | +34.1% | +72.2% | -38.1% | +26.3% |
| YTD | +25.2% | +56.2% | -30.9% | +18.0% |
| 1Y | +29.3% | +90.3% | -61.0% | +20.4% |
| All | +29.3% | +84.8% | -55.5% | +20.4% |
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