+252.6%
ZETA vs DAR
-13.2%
+265.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.8% |
| 7D | +2.7% | +1.4% | +1.3% | +2.1% |
| 30D | +15.8% | +12.8% | +3.0% | +10.3% |
| 3M | +35.4% | +7.4% | +28.1% | +30.5% |
| 6M | +67.1% | +22.3% | +44.8% | +52.2% |
| YTD | +54.1% | +81.1% | -27.0% | +20.0% |
| 1Y | +67.8% | +106.5% | -38.7% | +23.0% |
| 3Y | +311.4% | +5.3% | +306.1% | +285.3% |
| 5Y | +324.8% | -11.5% | +336.3% | +308.7% |
| All | +252.6% | -13.2% | +265.9% | +246.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling