+292.4%
ZETA vs HTZ
-89.5%
+381.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -4.2% |
| 7D | +2.7% | +7.5% | -4.8% | +1.7% |
| 30D | +15.8% | +47.4% | -31.6% | +8.4% |
| 3M | +35.4% | -54.9% | +90.3% | +45.9% |
| 6M | +67.1% | -47.0% | +114.1% | +73.2% |
| YTD | +54.1% | -55.3% | +109.3% | +63.6% |
| 1Y | +67.8% | -57.6% | +125.5% | +76.5% |
| 3Y | +311.4% | -86.6% | +398.0% | +455.4% |
| 5Y | +324.8% | -86.1% | +410.9% | +481.6% |
| All | +292.4% | -89.5% | +381.9% | +451.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling