+291.9%
ZETA vs LDOS
+39.7%
+252.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.4% |
| 7D | +2.7% | -5.4% | +8.1% | +5.9% |
| 30D | +15.8% | +4.9% | +10.9% | +12.5% |
| 3M | +35.4% | +7.2% | +28.2% | +29.3% |
| 6M | +67.1% | -24.2% | +91.4% | +96.0% |
| YTD | +54.1% | -25.8% | +79.9% | +82.7% |
| 1Y | +67.8% | -24.7% | +92.5% | +96.0% |
| All | +291.9% | +39.7% | +252.2% | +246.8% |
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