+293.1%
ZETA vs BBAI
-79.3%
+372.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.0% | +8.8% | -0.6% |
| 7D | +26.5% | -6.8% | +33.2% | +26.9% |
| 30D | +10.3% | -13.4% | +23.7% | +11.1% |
| 3M | +30.5% | -36.5% | +67.0% | +33.9% |
| 6M | +129.4% | -50.6% | +180.0% | +138.4% |
| YTD | +83.1% | -61.7% | +144.8% | +92.4% |
| 1Y | +82.1% | -71.1% | +153.2% | +93.7% |
| 3Y | +352.3% | +32.7% | +319.6% | +338.4% |
| 5Y | +293.1% | -79.2% | +372.4% | +381.1% |
| All | +293.1% | -79.3% | +372.4% | +381.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling