+281.7%
ZETA vs ACWI
+70.3%
+211.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.3% | +5.4% |
| 7D | -0.4% | -2.4% | +1.9% | +4.5% |
| 30D | -8.0% | -5.2% | -2.8% | +2.6% |
| 3M | +21.4% | -4.8% | +26.2% | +34.1% |
| 6M | +80.1% | -1.3% | +81.4% | +83.9% |
| YTD | +52.5% | +8.4% | +44.1% | +28.1% |
| 1Y | +58.5% | +11.0% | +47.4% | +27.3% |
| 3Y | +281.7% | +70.6% | +211.1% | +34.1% |
| All | +281.7% | +70.3% | +211.3% | +34.1% |
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