+294.9%
ZETA vs BLDR
-11.9%
+306.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.0% |
| 7D | +18.1% | -3.0% | +21.1% | +19.1% |
| 30D | +13.6% | +20.1% | -6.5% | +4.7% |
| 3M | +23.7% | -17.5% | +41.2% | +30.4% |
| 6M | +128.5% | -16.1% | +144.6% | +134.0% |
| YTD | +80.1% | -41.0% | +121.1% | +110.0% |
| 1Y | +98.0% | -41.6% | +139.6% | +131.6% |
| 3Y | +348.6% | -50.8% | +399.4% | +403.1% |
| All | +294.9% | -11.9% | +306.9% | +168.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling