+55.3%
V vs ZETA
+280.9%
-225.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.7% |
| 7D | -1.7% | +2.7% | -4.4% | -1.9% |
| 30D | +2.0% | +15.8% | -13.8% | +0.7% |
| 3M | +17.4% | +35.4% | -18.1% | +14.2% |
| 6M | +17.5% | +67.1% | -49.6% | +12.0% |
| YTD | +7.6% | +54.1% | -46.5% | +2.8% |
| 1Y | +7.7% | +67.8% | -60.1% | +1.9% |
| All | +55.3% | +280.9% | -225.7% | +29.0% |
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 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