+246.3%
ZETA vs BND
-0.3%
+246.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -2.4% | +0.1% | -2.6% | -2.6% |
| 30D | +15.6% | -0.4% | +15.9% | +16.0% |
| 3M | +41.5% | -0.2% | +41.7% | +42.0% |
| 6M | +63.4% | -1.2% | +64.6% | +66.0% |
| YTD | +51.3% | -0.3% | +51.6% | +52.1% |
| 1Y | +65.8% | +0.4% | +65.4% | +65.5% |
| 3Y | +279.2% | +13.4% | +265.8% | +235.1% |
| 5Y | +341.8% | -1.5% | +343.3% | +220.9% |
| All | +246.3% | -0.3% | +246.7% | +156.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling