+98.0%
ZETA vs AEE
+12.0%
+86.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -0.9% |
| 7D | +18.1% | +1.7% | +16.4% | +19.6% |
| 30D | +13.6% | +9.7% | +3.8% | +21.8% |
| 3M | +23.7% | +5.9% | +17.8% | +29.5% |
| 6M | +128.5% | +6.7% | +121.8% | +142.7% |
| YTD | +80.1% | +17.4% | +62.7% | +102.2% |
| 1Y | +98.0% | +12.7% | +85.3% | +132.0% |
| All | +98.0% | +12.0% | +86.0% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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