+348.6%
ZETA vs HAS
+212.5%
+136.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.3% |
| 7D | +18.1% | +1.4% | +16.7% | +17.4% |
| 30D | +13.6% | +26.3% | -12.7% | +0.8% |
| 3M | +23.7% | +25.6% | -1.9% | +9.8% |
| 6M | +128.5% | +30.3% | +98.2% | +97.0% |
| YTD | +80.1% | +50.4% | +29.7% | +41.2% |
| 1Y | +98.0% | +57.7% | +40.3% | +50.8% |
| 3Y | +348.6% | +213.4% | +135.2% | +131.1% |
| All | +348.6% | +212.5% | +136.1% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 3y: compounded portfolio wealth divided by compounded HAS 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…
3y analysis · Full analysis span regression · 6 months rolling