+98.0%
ZETA vs AG
+7.9%
+90.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -1.2% |
| 7D | +18.1% | -10.0% | +28.1% | +20.2% |
| 30D | +13.6% | -10.5% | +24.1% | +15.7% |
| 3M | +23.7% | -27.3% | +51.0% | +29.7% |
| 6M | +128.5% | -43.0% | +171.5% | +148.2% |
| YTD | +80.1% | -17.9% | +98.0% | +67.3% |
| 1Y | +98.0% | +11.9% | +86.1% | +73.2% |
| All | +98.0% | +7.9% | +90.1% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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