+349.3%
ZETA vs INDA
+5.9%
+343.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.1% |
| 7D | -0.1% | -2.6% | +2.5% | +3.3% |
| 30D | +10.5% | -2.9% | +13.4% | +14.4% |
| 3M | +44.3% | +2.4% | +41.9% | +39.6% |
| 6M | +59.4% | -2.6% | +62.1% | +64.3% |
| YTD | +49.5% | -10.0% | +59.4% | +70.0% |
| 1Y | +62.7% | -7.7% | +70.3% | +78.1% |
| 3Y | +274.6% | +8.9% | +265.7% | +229.1% |
| 5Y | +349.3% | +6.0% | +343.4% | +340.1% |
| All | +349.3% | +5.9% | +343.4% | +340.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling