+348.6%
ZETA vs MDY
+56.8%
+291.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.5% |
| 7D | +18.1% | +2.3% | +15.8% | +14.0% |
| 30D | +13.6% | +2.0% | +11.6% | +10.4% |
| 3M | +23.7% | -5.6% | +29.4% | +36.1% |
| 6M | +128.5% | +1.3% | +127.2% | +122.5% |
| YTD | +80.1% | +12.3% | +67.8% | +47.5% |
| 1Y | +98.0% | +15.8% | +82.2% | +54.6% |
| 3Y | +348.6% | +56.5% | +292.1% | +147.3% |
| All | +348.6% | +56.8% | +291.8% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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