+98.0%
ZETA vs HTZ
-75.7%
+173.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.4% |
| 7D | +18.1% | -8.5% | +26.6% | +18.9% |
| 30D | +13.6% | -18.9% | +32.5% | +15.5% |
| 3M | +23.7% | -36.0% | +59.8% | +27.6% |
| 6M | +128.5% | -74.6% | +203.1% | +163.3% |
| YTD | +80.1% | -70.8% | +150.9% | +94.7% |
| 1Y | +98.0% | -75.3% | +173.3% | +128.7% |
| All | +98.0% | -75.7% | +173.7% | +128.7% |
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