+349.3%
ZETA vs BLDR
+13.4%
+336.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.5% |
| 7D | -0.1% | -2.7% | +2.6% | +0.9% |
| 30D | +10.5% | -14.7% | +25.2% | +16.9% |
| 3M | +44.3% | -20.8% | +65.1% | +54.6% |
| 6M | +59.4% | -35.3% | +94.8% | +83.0% |
| YTD | +49.5% | -40.3% | +89.8% | +76.1% |
| 1Y | +62.7% | -56.3% | +119.0% | +116.7% |
| 3Y | +274.6% | -56.1% | +330.7% | +349.6% |
| 5Y | +349.3% | +12.9% | +336.4% | +253.2% |
| All | +349.3% | +13.4% | +336.0% | +253.2% |
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