+62.0%
ZETA vs BEN
+43.6%
+18.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.5% |
| 7D | -6.5% | +0.3% | -6.8% | -6.9% |
| 30D | +4.8% | +0.9% | +3.9% | +3.6% |
| 3M | +53.3% | +9.2% | +44.2% | +40.5% |
| 6M | +66.8% | +36.8% | +30.0% | +19.8% |
| YTD | +50.2% | +44.4% | +5.8% | +1.9% |
| 1Y | +62.0% | +45.8% | +16.2% | +6.2% |
| All | +62.0% | +43.6% | +18.4% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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