+348.6%
ZETA vs LDOS
+30.5%
+318.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.4% |
| 7D | +18.1% | -1.6% | +19.7% | +19.0% |
| 30D | +13.6% | +8.2% | +5.3% | +7.9% |
| 3M | +23.7% | -8.2% | +31.9% | +28.6% |
| 6M | +128.5% | +5.8% | +122.7% | +116.9% |
| YTD | +80.1% | -27.0% | +107.1% | +114.0% |
| 1Y | +98.0% | -31.0% | +129.0% | +143.1% |
| 3Y | +348.6% | +29.3% | +319.3% | +280.0% |
| All | +348.6% | +30.5% | +318.1% | +280.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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