+90.3%
ZETA vs HTZ
-60.6%
+150.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.2% | -6.6% | +1.9% |
| 7D | -5.0% | +18.9% | -23.9% | -6.3% |
| 30D | -3.3% | +26.3% | -29.6% | -5.3% |
| 3M | +31.0% | +49.7% | -18.7% | +24.8% |
| 6M | +72.2% | -61.1% | +133.3% | +90.8% |
| YTD | +56.2% | -56.0% | +112.2% | +64.1% |
| 1Y | +90.3% | -66.4% | +156.7% | +125.3% |
| All | +90.3% | -60.6% | +150.9% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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