+348.6%
ZETA vs HDB
-7.5%
+356.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.1% | -1.8% |
| 7D | +18.1% | +2.7% | +15.4% | +17.1% |
| 30D | +13.6% | +14.1% | -0.6% | +8.3% |
| 3M | +23.7% | +11.8% | +11.9% | +18.5% |
| 6M | +128.5% | +8.2% | +120.3% | +120.6% |
| YTD | +80.1% | -29.3% | +109.4% | +102.5% |
| 1Y | +98.0% | -28.8% | +126.8% | +121.6% |
| 3Y | +348.6% | -7.5% | +356.1% | +368.6% |
| All | +348.6% | -7.5% | +356.1% | +368.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling