+344.5%
ZETA vs DLTR
+30.4%
+314.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -3.7% | -10.1% | +6.4% | -1.7% |
| 30D | +5.7% | -8.1% | +13.8% | +7.4% |
| 3M | +50.4% | +2.9% | +47.6% | +49.1% |
| 6M | +65.5% | +4.3% | +61.1% | +62.5% |
| YTD | +48.3% | -3.9% | +52.2% | +47.7% |
| 1Y | +45.4% | +18.9% | +26.5% | +38.7% |
| 3Y | +270.8% | +1.9% | +268.8% | +260.6% |
| All | +344.5% | +30.4% | +314.1% | +421.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling