+76.1%
XBI vs ZETA
+68.7%
+7.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.7% | 0.0% |
| 7D | +0.9% | +2.7% | -1.8% | +0.6% |
| 30D | +7.1% | +15.8% | -8.8% | +5.5% |
| 3M | +22.9% | +35.4% | -12.5% | +19.3% |
| 6M | +29.7% | +67.1% | -37.4% | +21.5% |
| YTD | +34.5% | +54.1% | -19.6% | +26.1% |
| 1Y | +76.1% | +67.8% | +8.2% | +63.0% |
| All | +76.1% | +68.7% | +7.3% | +63.0% |
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 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