+243.8%
ZETA vs GSK
+49.7%
+194.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | -6.5% | -5.4% | -1.1% | -6.0% |
| 30D | +4.8% | -4.6% | +9.4% | +5.3% |
| 3M | +53.3% | -5.1% | +58.4% | +53.9% |
| 6M | +66.8% | -11.4% | +78.2% | +68.5% |
| YTD | +50.2% | +0.7% | +49.5% | +48.7% |
| 1Y | +62.0% | +23.0% | +39.0% | +55.8% |
| 3Y | +276.4% | +48.0% | +228.4% | +250.2% |
| 5Y | +341.6% | +48.2% | +293.4% | +318.2% |
| All | +243.8% | +49.7% | +194.0% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GSK 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling