+98.0%
ZETA vs GEN
+14.8%
+83.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -3.2% |
| 7D | +18.1% | +2.0% | +16.1% | +16.7% |
| 30D | +13.6% | +27.7% | -14.2% | -5.2% |
| 3M | +23.7% | +3.3% | +20.5% | +21.3% |
| 6M | +128.5% | +31.8% | +96.7% | +80.6% |
| YTD | +80.1% | +13.5% | +66.6% | +69.9% |
| 1Y | +98.0% | +16.0% | +82.0% | +80.9% |
| All | +98.0% | +14.8% | +83.2% | +80.9% |
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