+67.8%
ZETA vs BND
+1.4%
+66.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | +2.7% | -0.1% | +2.8% | +3.0% |
| 30D | +15.8% | -0.4% | +16.2% | +16.8% |
| 3M | +35.4% | -0.6% | +36.1% | +37.4% |
| 6M | +67.1% | -1.4% | +68.6% | +68.0% |
| YTD | +54.1% | -0.2% | +54.3% | +53.2% |
| 1Y | +67.8% | +1.3% | +66.5% | +69.0% |
| All | +67.8% | +1.4% | +66.4% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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