+297.3%
ZETA vs EIX
+11.2%
+286.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.3% |
| 7D | +6.2% | +0.7% | +5.5% | +6.1% |
| 30D | -2.0% | +8.8% | -10.8% | -3.3% |
| 3M | +21.7% | -10.9% | +32.6% | +22.2% |
| 6M | +89.1% | -10.3% | +99.4% | +87.3% |
| YTD | +59.3% | +5.8% | +53.5% | +46.0% |
| 1Y | +66.2% | +11.4% | +54.8% | +48.7% |
| 3Y | +297.3% | +11.1% | +286.2% | +245.7% |
| All | +297.3% | +11.2% | +286.1% | +245.7% |
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