+242.2%
ZETA vs DAR
-10.1%
+252.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.4% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | +10.5% | +7.4% | +3.0% | +7.2% |
| 3M | +44.3% | +15.7% | +28.6% | +35.2% |
| 6M | +59.4% | +30.0% | +29.4% | +41.9% |
| YTD | +49.5% | +87.5% | -38.0% | +15.0% |
| 1Y | +62.7% | +113.4% | -50.7% | +17.8% |
| 3Y | +274.6% | +15.3% | +259.3% | +238.3% |
| 5Y | +349.3% | -4.3% | +353.7% | +321.3% |
| All | +242.2% | -10.1% | +252.3% | +232.4% |
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