+67.8%
ZETA vs GEN
+5.4%
+62.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -2.0% |
| 7D | +2.7% | -1.2% | +3.8% | +3.7% |
| 30D | +15.8% | +10.1% | +5.7% | +5.4% |
| 3M | +35.4% | +16.1% | +19.3% | +16.9% |
| 6M | +67.1% | +38.9% | +28.3% | +24.8% |
| YTD | +54.1% | +14.4% | +39.6% | +42.7% |
| 1Y | +67.8% | +5.9% | +62.0% | +71.5% |
| All | +67.8% | +5.4% | +62.4% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling