+58.5%
ZETA vs AS
+0.9%
+57.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.2% |
| 7D | -0.4% | +6.9% | -7.4% | -2.3% |
| 30D | -8.0% | +16.0% | -24.0% | -11.9% |
| 3M | +21.4% | -12.8% | +34.3% | +26.8% |
| 6M | +80.1% | -15.4% | +95.5% | +89.6% |
| YTD | +52.5% | -15.7% | +68.2% | +58.0% |
| 1Y | +58.5% | +6.1% | +52.4% | +54.8% |
| All | +58.5% | +0.9% | +57.6% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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