+90.3%
ZETA vs DHI
+9.6%
+80.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.1% | -5.5% | +0.8% |
| 7D | -5.0% | +9.8% | -14.8% | -7.1% |
| 30D | -3.3% | +17.8% | -21.2% | -7.4% |
| 3M | +31.0% | +4.7% | +26.3% | +29.5% |
| 6M | +72.2% | +10.0% | +62.1% | +66.2% |
| YTD | +56.2% | +10.0% | +46.2% | +44.5% |
| 1Y | +90.3% | +9.1% | +81.2% | +71.4% |
| All | +90.3% | +9.6% | +80.7% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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