+76.3%
ZETA vs GEN
+18.5%
+57.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +7.7% |
| 7D | +13.2% | +1.0% | +12.2% | +12.4% |
| 30D | +6.0% | +29.1% | -23.1% | -12.4% |
| 3M | +27.3% | +2.9% | +24.4% | +24.6% |
| 6M | +104.6% | +33.6% | +71.0% | +59.5% |
| YTD | +72.3% | +12.0% | +60.3% | +62.0% |
| 1Y | +76.3% | +16.2% | +60.2% | +58.6% |
| All | +76.3% | +18.5% | +57.9% | +58.6% |
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