+273.7%
ZETA vs INDA
+8.1%
+265.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.2% |
| 7D | -0.1% | -2.6% | +2.5% | +2.9% |
| 30D | +10.5% | -2.9% | +13.4% | +14.1% |
| 3M | +44.3% | +2.4% | +41.9% | +39.9% |
| 6M | +59.4% | -2.6% | +62.1% | +63.8% |
| YTD | +49.5% | -10.0% | +59.4% | +68.2% |
| 1Y | +62.7% | -7.7% | +70.3% | +76.5% |
| All | +273.7% | +8.1% | +265.6% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling