+294.5%
ZETA vs GEN
+16.5%
+277.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +7.8% |
| 7D | +13.2% | +1.0% | +12.2% | +12.6% |
| 30D | +6.0% | +29.1% | -23.1% | -9.4% |
| 3M | +27.3% | +2.9% | +24.4% | +22.9% |
| 6M | +104.6% | +33.6% | +71.0% | +71.0% |
| YTD | +72.3% | +12.0% | +60.3% | +57.8% |
| 1Y | +76.3% | +16.2% | +60.2% | +58.6% |
| 3Y | +325.6% | +65.1% | +260.5% | +230.8% |
| 5Y | +254.2% | +33.3% | +220.9% | +184.7% |
| All | +294.5% | +16.5% | +277.9% | +227.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling