+76.3%
ZETA vs ALL
+32.6%
+43.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.9% | +5.3% | +7.9% |
| 7D | +13.2% | -0.1% | +13.4% | +13.1% |
| 30D | +6.0% | +13.8% | -7.8% | +4.0% |
| 3M | +27.3% | -2.8% | +30.1% | +28.3% |
| 6M | +104.6% | +23.7% | +80.9% | +96.4% |
| YTD | +72.3% | +27.3% | +45.1% | +62.4% |
| 1Y | +76.3% | +30.5% | +45.8% | +64.8% |
| All | +76.3% | +32.6% | +43.7% | +64.8% |
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