+67.8%
ZETA vs DHI
-16.9%
+84.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -2.9% | -3.7% |
| 7D | +2.7% | -3.1% | +5.8% | +3.6% |
| 30D | +15.8% | -5.5% | +21.3% | +17.6% |
| 3M | +35.4% | -2.2% | +37.6% | +35.2% |
| 6M | +67.1% | -6.0% | +73.1% | +66.2% |
| YTD | +54.1% | 0.0% | +54.1% | +47.7% |
| 1Y | +67.8% | -18.2% | +86.1% | +67.6% |
| All | +67.8% | -16.9% | +84.7% | +67.6% |
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