+246.3%
ZETA vs EVRG
+59.6%
+186.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -1.9% |
| 7D | -2.4% | +0.9% | -3.3% | -2.6% |
| 30D | +15.6% | -0.5% | +16.1% | +15.6% |
| 3M | +41.5% | +1.5% | +40.0% | +40.7% |
| 6M | +63.4% | +1.2% | +62.3% | +62.3% |
| YTD | +51.3% | +16.3% | +35.0% | +44.5% |
| 1Y | +65.8% | +20.3% | +45.5% | +56.5% |
| 3Y | +279.2% | +72.3% | +206.9% | +223.4% |
| 5Y | +341.8% | +46.7% | +295.1% | +270.0% |
| All | +246.3% | +59.6% | +186.7% | +203.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling