+243.8%
ZETA vs MET
+72.9%
+170.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | -0.5% |
| 7D | -6.5% | -2.5% | -4.0% | -4.6% |
| 30D | +4.8% | 0.0% | +4.9% | +4.8% |
| 3M | +53.3% | +13.1% | +40.3% | +37.9% |
| 6M | +66.8% | +39.0% | +27.8% | +26.7% |
| YTD | +50.2% | +25.2% | +25.0% | +24.4% |
| 1Y | +62.0% | +25.6% | +36.4% | +33.8% |
| 3Y | +276.4% | +67.1% | +209.3% | +151.8% |
| 5Y | +341.6% | +85.1% | +256.5% | +177.6% |
| All | +243.8% | +72.9% | +170.8% | +118.4% |
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