+90.3%
ZETA vs BLDR
-38.1%
+128.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.3% | -6.6% | +0.8% |
| 7D | -5.0% | +24.4% | -29.4% | -9.7% |
| 30D | -3.3% | +24.9% | -28.3% | -8.5% |
| 3M | +31.0% | -7.8% | +38.8% | +34.5% |
| 6M | +72.2% | -5.8% | +77.9% | +71.2% |
| YTD | +56.2% | -32.5% | +88.6% | +75.4% |
| 1Y | +90.3% | -36.7% | +127.0% | +124.7% |
| All | +90.3% | -38.1% | +128.4% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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