+90.3%
ZETA vs HDB
-32.8%
+123.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -2.9% | +1.5% |
| 7D | -5.0% | +12.9% | -17.9% | -7.3% |
| 30D | -3.3% | +10.0% | -13.4% | -5.3% |
| 3M | +31.0% | +1.8% | +29.2% | +30.8% |
| 6M | +72.2% | -2.1% | +74.2% | +73.2% |
| YTD | +56.2% | -33.4% | +89.6% | +33.2% |
| 1Y | +90.3% | -32.9% | +123.2% | +62.6% |
| All | +90.3% | -32.8% | +123.1% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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