+291.9%
ZETA vs BIL
+14.1%
+277.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.0% |
| 7D | +2.7% | +0.1% | +2.6% | +2.8% |
| 30D | +15.8% | +0.3% | +15.5% | +16.2% |
| 3M | +35.4% | +0.9% | +34.5% | +35.3% |
| 6M | +67.1% | +1.8% | +65.3% | +65.6% |
| YTD | +54.1% | +2.4% | +51.6% | +51.8% |
| 1Y | +67.8% | +3.7% | +64.1% | +64.9% |
| All | +291.9% | +14.1% | +277.7% | +1,949.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling