+319.2%
ZETA vs MET
+83.1%
+236.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.4% |
| 7D | +26.5% | +2.1% | +24.3% | +24.4% |
| 30D | +10.3% | +1.8% | +8.5% | +8.6% |
| 3M | +30.5% | +6.0% | +24.5% | +24.1% |
| 6M | +129.4% | +31.1% | +98.2% | +82.0% |
| YTD | +83.1% | +32.6% | +50.6% | +44.4% |
| 1Y | +82.1% | +30.5% | +51.6% | +45.4% |
| 3Y | +352.3% | +83.6% | +268.8% | +180.4% |
| 5Y | +293.1% | +84.2% | +209.0% | +143.9% |
| All | +319.2% | +83.1% | +236.2% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 10y: compounded portfolio wealth divided by compounded MET 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…
10y analysis · Full analysis span regression · 6 months rolling