+273.7%
ZETA vs HRB
+25.9%
+247.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.6% |
| 7D | -0.1% | -10.6% | +10.5% | +4.2% |
| 30D | +10.5% | -0.8% | +11.3% | +9.6% |
| 3M | +44.3% | +19.1% | +25.3% | +32.6% |
| 6M | +59.4% | +48.7% | +10.7% | +33.9% |
| YTD | +49.5% | +7.1% | +42.4% | +41.9% |
| 1Y | +62.7% | -8.3% | +71.0% | +62.4% |
| All | +273.7% | +25.9% | +247.8% | +216.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling