+239.5%
ZETA vs BBAI
-70.8%
+310.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.3% |
| 7D | -3.7% | -1.7% | -2.0% | -3.6% |
| 30D | +5.7% | -12.0% | +17.7% | +6.5% |
| 3M | +50.4% | -30.7% | +81.1% | +53.6% |
| 6M | +65.5% | -30.7% | +96.1% | +68.6% |
| YTD | +48.3% | -46.9% | +95.2% | +53.1% |
| 1Y | +45.4% | -41.1% | +86.4% | +48.8% |
| 3Y | +270.8% | +65.9% | +204.9% | +253.3% |
| 5Y | +336.1% | -70.9% | +407.0% | +415.9% |
| All | +239.5% | -70.8% | +310.3% | +305.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling