+65.8%
ZETA vs CASY
+42.6%
+23.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -2.2% |
| 7D | -2.4% | -4.4% | +1.9% | -3.1% |
| 30D | +15.6% | -12.0% | +27.6% | +13.5% |
| 3M | +41.5% | -2.3% | +43.8% | +42.4% |
| 6M | +63.4% | +10.5% | +52.9% | +63.0% |
| YTD | +51.3% | +33.0% | +18.3% | +49.3% |
| 1Y | +65.8% | +41.1% | +24.7% | +56.7% |
| All | +65.8% | +42.6% | +23.2% | +56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling