+312.3%
ZETA vs BIL
+20.2%
+292.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +18.1% | +0.1% | +18.0% | +17.9% |
| 30D | +13.6% | +0.3% | +13.2% | +12.6% |
| 3M | +23.7% | +1.0% | +22.8% | +20.6% |
| 6M | +128.5% | +1.9% | +126.6% | +115.8% |
| YTD | +80.1% | +3.2% | +76.9% | +62.0% |
| 1Y | +98.0% | +3.7% | +94.3% | +74.7% |
| 3Y | +348.6% | +13.8% | +334.8% | +202.0% |
| 5Y | +286.6% | +20.3% | +266.3% | +84.0% |
| All | +312.3% | +20.2% | +292.0% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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