+341.8%
ZETA vs HDB
-37.8%
+379.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.4% |
| 30D | +15.6% | -4.9% | +20.4% | +18.4% |
| 3M | +41.5% | -2.3% | +43.8% | +41.8% |
| 6M | +63.4% | -23.7% | +87.1% | +87.7% |
| YTD | +51.3% | -38.5% | +89.8% | +94.8% |
| 1Y | +65.8% | -36.5% | +102.3% | +107.6% |
| 3Y | +279.2% | -28.5% | +307.6% | +332.3% |
| 5Y | +341.8% | -37.4% | +379.1% | +450.9% |
| All | +341.8% | -37.8% | +379.5% | +450.9% |
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 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