+90.3%
ZETA vs IBB
+42.2%
+48.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.3% |
| 7D | -5.0% | +2.2% | -7.2% | -6.0% |
| 30D | -3.3% | +6.3% | -9.7% | -6.3% |
| 3M | +31.0% | +16.3% | +14.7% | +19.8% |
| 6M | +72.2% | +30.0% | +42.2% | +45.9% |
| YTD | +56.2% | +31.1% | +25.0% | +28.2% |
| 1Y | +90.3% | +42.0% | +48.3% | +28.3% |
| All | +90.3% | +42.2% | +48.1% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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