+90.3%
ZETA vs HRB
+16.9%
+73.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | +1.0% |
| 7D | -5.0% | +16.0% | -21.0% | -10.2% |
| 30D | -3.3% | +32.1% | -35.4% | -13.5% |
| 3M | +31.0% | +21.5% | +9.5% | +19.6% |
| 6M | +72.2% | +82.1% | -9.9% | +32.2% |
| YTD | +56.2% | +31.6% | +24.6% | +45.0% |
| 1Y | +90.3% | +15.9% | +74.4% | +94.3% |
| All | +90.3% | +16.9% | +73.4% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling