+202.4%
ZETA vs IBB
+37.5%
+165.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.6% | +3.4% |
| 7D | -0.4% | -1.8% | +1.4% | +1.8% |
| 30D | -8.0% | +5.1% | -13.1% | -12.9% |
| 3M | +21.4% | +10.7% | +10.7% | +6.9% |
| 6M | +80.1% | +22.9% | +57.2% | +38.1% |
| YTD | +52.5% | +26.7% | +25.8% | +12.2% |
| 1Y | +58.5% | +35.1% | +23.4% | +7.5% |
| 3Y | +281.7% | +80.2% | +201.5% | +77.7% |
| All | +202.4% | +37.5% | +165.0% | +109.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling