+242.2%
ZETA vs HDB
-38.5%
+280.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.3% |
| 7D | -0.1% | -4.9% | +4.8% | +2.6% |
| 30D | +10.5% | -5.8% | +16.3% | +13.8% |
| 3M | +44.3% | -5.2% | +49.5% | +47.0% |
| 6M | +59.4% | -25.7% | +85.1% | +85.1% |
| YTD | +49.5% | -39.6% | +89.1% | +93.1% |
| 1Y | +62.7% | -36.9% | +99.6% | +103.2% |
| 3Y | +274.6% | -29.7% | +304.4% | +330.2% |
| 5Y | +349.3% | -37.8% | +387.1% | +407.4% |
| All | +242.2% | -38.5% | +280.6% | +294.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling