+78.0%
V vs ZETA
+348.6%
-270.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.4% |
| 7D | +0.9% | +18.1% | -17.2% | -0.3% |
| 30D | +9.0% | +13.6% | -4.6% | +7.8% |
| 3M | +16.7% | +23.7% | -7.0% | +14.7% |
| 6M | +33.4% | +128.5% | -95.1% | +24.3% |
| YTD | +22.4% | +80.1% | -57.7% | +15.5% |
| 1Y | +27.7% | +98.0% | -70.3% | +19.6% |
| 3Y | +78.0% | +348.6% | -270.6% | +49.2% |
| All | +78.0% | +348.6% | -270.6% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling