+246.3%
ZETA vs BBY
-2.5%
+248.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.3% |
| 7D | -2.4% | +8.1% | -10.5% | -6.1% |
| 30D | +15.6% | +8.9% | +6.6% | +10.5% |
| 3M | +41.5% | +22.0% | +19.5% | +28.0% |
| 6M | +63.4% | +37.8% | +25.6% | +38.4% |
| YTD | +51.3% | +37.3% | +14.0% | +28.3% |
| 1Y | +65.8% | +21.6% | +44.3% | +49.0% |
| 3Y | +279.2% | +41.5% | +237.7% | +196.4% |
| 5Y | +341.8% | +1.2% | +340.5% | +271.4% |
| All | +246.3% | -2.5% | +248.8% | +185.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling