+325.6%
ZETA vs ACWI
+74.9%
+250.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.5% | +8.6% | +9.1% |
| 7D | +13.2% | -0.2% | +13.4% | +13.7% |
| 30D | +6.0% | -3.3% | +9.3% | +13.6% |
| 3M | +27.3% | -3.4% | +30.7% | +36.5% |
| 6M | +104.6% | +0.8% | +103.8% | +100.4% |
| YTD | +72.3% | +10.7% | +61.6% | +38.8% |
| 1Y | +76.3% | +11.6% | +64.7% | +40.4% |
| 3Y | +325.6% | +73.4% | +252.2% | +42.2% |
| All | +325.6% | +74.9% | +250.7% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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