+264.7%
ZETA vs DAR
-30.1%
+294.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.7% | -0.2% | +2.9% |
| 7D | +6.2% | -2.8% | +9.0% | +7.3% |
| 30D | -2.0% | -12.8% | +10.8% | +2.5% |
| 3M | +21.7% | -11.6% | +33.3% | +25.8% |
| 6M | +89.1% | -16.8% | +105.9% | +98.3% |
| YTD | +59.3% | +45.9% | +13.4% | +33.2% |
| 1Y | +66.2% | +61.5% | +4.7% | +33.3% |
| 3Y | +297.3% | +23.0% | +274.3% | +240.7% |
| 5Y | +227.5% | -35.8% | +263.3% | +254.1% |
| All | +264.7% | -30.1% | +294.7% | +284.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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