+275.4%
ZETA vs BTG
+94.1%
+181.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.0% |
| 7D | -6.5% | -5.5% | -1.0% | -5.6% |
| 30D | +4.8% | +6.1% | -1.3% | +3.5% |
| 3M | +53.3% | +38.6% | +14.7% | +43.3% |
| 6M | +66.8% | +0.7% | +66.1% | +64.0% |
| YTD | +50.2% | +20.3% | +29.8% | +42.5% |
| 1Y | +62.0% | +25.0% | +37.0% | +50.6% |
| All | +275.4% | +94.1% | +181.3% | +224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling