+279.2%
ZETA vs AEIS
+173.5%
+105.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.6% | -2.7% |
| 7D | -2.4% | +8.1% | -10.6% | -5.0% |
| 30D | +15.6% | -11.1% | +26.7% | +19.5% |
| 3M | +41.5% | -5.6% | +47.1% | +36.9% |
| 6M | +63.4% | -0.6% | +64.1% | +46.3% |
| YTD | +51.3% | +38.0% | +13.3% | +8.3% |
| 1Y | +65.8% | +87.2% | -21.4% | -0.4% |
| 3Y | +279.2% | +179.7% | +99.5% | +64.4% |
| All | +279.2% | +173.5% | +105.6% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling