+243.8%
ZETA vs AEIS
+174.4%
+69.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +2.3% |
| 7D | -6.5% | -0.2% | -6.3% | -6.6% |
| 30D | +4.8% | -16.4% | +21.2% | +12.3% |
| 3M | +53.3% | -11.1% | +64.5% | +51.3% |
| 6M | +66.8% | -12.0% | +78.8% | +57.5% |
| YTD | +50.2% | +30.9% | +19.3% | +7.6% |
| 1Y | +62.0% | +74.3% | -12.3% | -2.6% |
| 3Y | +276.4% | +165.2% | +111.2% | +65.2% |
| 5Y | +341.6% | +220.0% | +121.6% | +64.6% |
| All | +243.8% | +174.4% | +69.4% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling