+279.2%
ZETA vs ENTG
+47.4%
+231.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.3% |
| 7D | -2.4% | +8.9% | -11.4% | -5.0% |
| 30D | +15.6% | -7.2% | +22.8% | +17.4% |
| 3M | +41.5% | +6.4% | +35.1% | +31.8% |
| 6M | +63.4% | +25.7% | +37.8% | +38.7% |
| YTD | +51.3% | +67.9% | -16.6% | +10.9% |
| 1Y | +65.8% | +72.4% | -6.6% | +19.8% |
| 3Y | +279.2% | +48.4% | +230.8% | +152.4% |
| All | +279.2% | +47.4% | +231.8% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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