+202.4%
ZETA vs GEN
+32.5%
+170.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.6% | +7.9% | +6.8% |
| 7D | -0.4% | +2.3% | -2.7% | -1.8% |
| 30D | -8.0% | +33.1% | -41.1% | -23.2% |
| 3M | +21.4% | +6.5% | +14.9% | +14.6% |
| 6M | +80.1% | +53.8% | +26.3% | +37.0% |
| YTD | +52.5% | +11.2% | +41.3% | +39.8% |
| 1Y | +58.5% | +19.4% | +39.1% | +40.1% |
| 3Y | +281.7% | +81.0% | +200.6% | +182.0% |
| All | +202.4% | +32.5% | +170.0% | +141.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling