+62.0%
ZETA vs BB
+101.1%
-39.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.4% |
| 7D | -6.5% | -2.1% | -4.4% | -5.9% |
| 30D | +4.8% | -16.0% | +20.9% | +10.9% |
| 3M | +53.3% | -14.5% | +67.8% | +57.0% |
| 6M | +66.8% | +118.6% | -51.7% | +0.3% |
| YTD | +50.2% | +98.9% | -48.8% | -4.0% |
| 1Y | +62.0% | +99.5% | -37.4% | +10.2% |
| All | +62.0% | +101.1% | -39.0% | +10.2% |
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