+294.5%
ZETA vs HDB
-27.6%
+322.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +7.8% |
| 7D | +13.2% | +12.7% | +0.5% | +6.6% |
| 30D | +6.0% | +16.6% | -10.6% | -2.2% |
| 3M | +27.3% | +10.8% | +16.6% | +19.9% |
| 6M | +104.6% | +3.8% | +100.8% | +98.3% |
| YTD | +72.3% | -28.9% | +101.2% | +103.5% |
| 1Y | +76.3% | -28.0% | +104.3% | +106.2% |
| 3Y | +325.6% | -7.2% | +332.8% | +314.8% |
| 5Y | +254.2% | -22.2% | +276.5% | +259.9% |
| All | +294.5% | -27.6% | +322.1% | +316.4% |
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