+312.3%
ZETA vs GEN
+18.1%
+294.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -3.0% |
| 7D | +18.1% | +2.0% | +16.1% | +16.8% |
| 30D | +13.6% | +27.7% | -14.2% | -2.3% |
| 3M | +23.7% | +3.3% | +20.5% | +19.3% |
| 6M | +128.5% | +31.8% | +96.7% | +92.7% |
| YTD | +80.1% | +13.5% | +66.6% | +63.7% |
| 1Y | +98.0% | +16.0% | +82.0% | +78.1% |
| 3Y | +348.6% | +70.6% | +278.0% | +243.3% |
| 5Y | +286.6% | +32.1% | +254.5% | +210.3% |
| All | +312.3% | +18.1% | +294.2% | +239.3% |
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