+65.8%
ZETA vs ALL
+28.5%
+37.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.4% |
| 7D | -2.4% | -1.7% | -0.7% | -2.1% |
| 30D | +15.6% | -4.7% | +20.3% | +16.4% |
| 3M | +41.5% | +18.4% | +23.1% | +36.6% |
| 6M | +63.4% | +20.5% | +42.9% | +56.8% |
| YTD | +51.3% | +23.5% | +27.8% | +44.0% |
| 1Y | +65.8% | +29.0% | +36.8% | +62.0% |
| All | +65.8% | +28.5% | +37.3% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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