+128.5%
ZETA vs EVRG
+9.2%
+119.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.2% | -1.1% |
| 7D | +18.1% | +1.4% | +16.7% | +19.6% |
| 30D | +13.6% | +7.4% | +6.2% | +21.6% |
| 3M | +23.7% | +7.2% | +16.5% | +31.8% |
| 6M | +128.5% | +9.5% | +119.0% | +149.1% |
| All | +128.5% | +9.2% | +119.3% | +149.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling