+242.2%
ZETA vs BN
+50.6%
+191.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | +0.6% |
| 7D | -0.1% | -3.0% | +2.9% | +2.8% |
| 30D | +10.5% | -13.0% | +23.5% | +25.4% |
| 3M | +44.3% | -15.2% | +59.5% | +68.0% |
| 6M | +59.4% | -5.9% | +65.4% | +67.1% |
| YTD | +49.5% | -15.8% | +65.3% | +74.1% |
| 1Y | +62.7% | -12.2% | +74.9% | +84.3% |
| 3Y | +274.6% | +72.2% | +202.4% | +136.9% |
| 5Y | +349.3% | +33.2% | +316.1% | +277.8% |
| All | +242.2% | +50.6% | +191.6% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling