+246.3%
ZETA vs CASY
+266.7%
-20.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -0.8% |
| 7D | -2.4% | -4.4% | +1.9% | -1.0% |
| 30D | +15.6% | -12.0% | +27.6% | +20.2% |
| 3M | +41.5% | -2.3% | +43.8% | +39.4% |
| 6M | +63.4% | +10.5% | +52.9% | +50.3% |
| YTD | +51.3% | +33.0% | +18.3% | +26.6% |
| 1Y | +65.8% | +41.1% | +24.7% | +33.6% |
| 3Y | +279.2% | +207.5% | +71.7% | +115.9% |
| 5Y | +341.8% | +290.7% | +51.0% | +118.5% |
| All | +246.3% | +266.7% | -20.3% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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