+242.2%
ZETA vs ARWR
+1.1%
+241.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.5% |
| 7D | -0.1% | -3.2% | +3.1% | +0.8% |
| 30D | +10.5% | -6.5% | +16.9% | +12.2% |
| 3M | +44.3% | +12.7% | +31.6% | +38.0% |
| 6M | +59.4% | +36.2% | +23.2% | +43.2% |
| YTD | +49.5% | +24.5% | +25.0% | +37.1% |
| 1Y | +62.7% | +198.0% | -135.3% | +15.1% |
| 3Y | +274.6% | +176.4% | +98.3% | +137.5% |
| 5Y | +349.3% | +26.6% | +322.8% | +241.9% |
| All | +242.2% | +1.1% | +241.0% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling