+279.2%
ZETA vs EIX
0.0%
+279.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.5% | -6.3% | -2.5% |
| 7D | -2.4% | +0.9% | -3.3% | -2.6% |
| 30D | +15.6% | -13.5% | +29.1% | +16.8% |
| 3M | +41.5% | -15.3% | +56.8% | +42.7% |
| 6M | +63.4% | -15.3% | +78.8% | +63.7% |
| YTD | +51.3% | +2.7% | +48.6% | +39.4% |
| 1Y | +65.8% | +17.4% | +48.4% | +44.0% |
| 3Y | +279.2% | -1.3% | +280.5% | +236.4% |
| All | +279.2% | 0.0% | +279.2% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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