+341.8%
ZETA vs BEN
+42.4%
+299.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | -2.4% | +4.7% | -7.1% | -5.7% |
| 30D | +15.6% | +2.6% | +13.0% | +13.1% |
| 3M | +41.5% | +11.5% | +30.0% | +29.9% |
| 6M | +63.4% | +35.3% | +28.1% | +29.4% |
| YTD | +51.3% | +48.6% | +2.7% | +12.3% |
| 1Y | +65.8% | +46.7% | +19.1% | +24.4% |
| 3Y | +279.2% | +57.0% | +222.2% | +161.8% |
| 5Y | +341.8% | +41.8% | +299.9% | +235.5% |
| All | +341.8% | +42.4% | +299.4% | +235.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling