+347.2%
ZETA vs LII
+25.3%
+321.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.2% | -4.6% |
| 7D | +2.7% | -0.7% | +3.4% | +3.0% |
| 30D | +15.8% | -12.6% | +28.4% | +23.6% |
| 3M | +35.4% | -24.4% | +59.9% | +50.6% |
| 6M | +67.1% | -28.7% | +95.8% | +89.4% |
| YTD | +54.1% | -19.1% | +73.2% | +60.9% |
| 1Y | +67.8% | -29.7% | +97.5% | +89.7% |
| 3Y | +311.4% | +4.8% | +306.6% | +260.8% |
| All | +347.2% | +25.3% | +321.9% | +232.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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