+82.1%
ZETA vs BB
+100.9%
-18.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.7% | -0.3% |
| 7D | +26.5% | +9.0% | +17.5% | +23.3% |
| 30D | +10.3% | +7.7% | +2.6% | +7.6% |
| 3M | +30.5% | +4.0% | +26.6% | +27.5% |
| 6M | +129.4% | +46.6% | +82.7% | +90.5% |
| YTD | +83.1% | +140.6% | -57.5% | +12.0% |
| 1Y | +82.1% | +103.1% | -21.0% | +20.4% |
| All | +82.1% | +100.9% | -18.8% | +20.4% |
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