+270.8%
ZETA vs DHI
+21.1%
+249.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.8% |
| 7D | -3.7% | -3.4% | -0.3% | -2.6% |
| 30D | +5.7% | -5.4% | +11.1% | +7.6% |
| 3M | +50.4% | -10.4% | +60.9% | +55.2% |
| 6M | +65.5% | -2.8% | +68.2% | +65.0% |
| YTD | +48.3% | -3.4% | +51.7% | +47.0% |
| 1Y | +45.4% | -22.9% | +68.3% | +55.4% |
| 3Y | +270.8% | +20.7% | +250.1% | +215.0% |
| All | +270.8% | +21.1% | +249.7% | +215.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling