+252.6%
ZETA vs BIL
+19.4%
+233.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.2% |
| 7D | +2.7% | +0.1% | +2.6% | +2.4% |
| 30D | +15.8% | +0.3% | +15.5% | +14.6% |
| 3M | +35.4% | +0.9% | +34.5% | +31.1% |
| 6M | +67.1% | +1.8% | +65.3% | +56.7% |
| YTD | +54.1% | +2.4% | +51.6% | +41.1% |
| 1Y | +67.8% | +3.7% | +64.1% | +46.5% |
| 3Y | +311.4% | +14.2% | +297.3% | +177.4% |
| 5Y | +324.8% | +19.4% | +305.4% | +106.6% |
| All | +252.6% | +19.4% | +233.3% | +69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling