+341.6%
ZETA vs EVRG
+45.7%
+296.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -6.5% | -0.7% | -5.8% | -6.4% |
| 30D | +4.8% | 0.0% | +4.8% | +4.8% |
| 3M | +53.3% | -1.0% | +54.3% | +53.1% |
| 6M | +66.8% | +1.0% | +65.8% | +65.4% |
| YTD | +50.2% | +15.1% | +35.1% | +42.8% |
| 1Y | +62.0% | +17.6% | +44.5% | +52.6% |
| 3Y | +276.4% | +70.5% | +205.9% | +213.7% |
| 5Y | +341.6% | +48.9% | +292.8% | +286.3% |
| All | +341.6% | +45.7% | +296.0% | +286.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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