+98.0%
ZETA vs HBM
+25.3%
+72.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | +18.1% | +2.2% | +15.9% | +17.4% |
| 30D | +13.6% | -11.8% | +25.4% | +16.1% |
| 3M | +23.7% | -19.2% | +42.9% | +27.7% |
| 6M | +128.5% | -22.9% | +151.4% | +137.4% |
| YTD | +80.1% | +7.8% | +72.3% | +61.6% |
| 1Y | +98.0% | +34.9% | +63.1% | +58.0% |
| All | +98.0% | +25.3% | +72.7% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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