+227.5%
ZETA vs HDB
-23.0%
+250.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.7% | +1.8% | +3.1% |
| 7D | +6.2% | +13.7% | -7.5% | -0.5% |
| 30D | -2.0% | +15.8% | -17.9% | -9.3% |
| 3M | +21.7% | +9.2% | +12.5% | +15.4% |
| 6M | +89.1% | +3.2% | +86.0% | +83.8% |
| YTD | +59.3% | -29.4% | +88.7% | +89.1% |
| 1Y | +66.2% | -27.9% | +94.1% | +94.5% |
| 3Y | +297.3% | -5.9% | +303.2% | +281.7% |
| 5Y | +227.5% | -23.5% | +251.0% | +234.0% |
| All | +227.5% | -23.0% | +250.4% | +234.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling