+98.0%
ZETA vs BB
+99.6%
-1.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.9% |
| 7D | +18.1% | +1.8% | +16.3% | +17.5% |
| 30D | +13.6% | +8.1% | +5.4% | +10.9% |
| 3M | +23.7% | -1.0% | +24.7% | +22.6% |
| 6M | +128.5% | +45.9% | +82.6% | +91.7% |
| YTD | +80.1% | +134.8% | -54.7% | +13.5% |
| 1Y | +98.0% | +104.6% | -6.6% | +29.7% |
| All | +98.0% | +99.6% | -1.6% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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