+341.8%
ZETA vs MET
+82.8%
+259.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | 0.0% |
| 7D | -2.4% | +1.1% | -3.6% | -3.3% |
| 30D | +15.6% | -2.3% | +17.9% | +17.8% |
| 3M | +41.5% | +13.9% | +27.6% | +25.9% |
| 6M | +63.4% | +34.8% | +28.6% | +26.1% |
| YTD | +51.3% | +23.5% | +27.8% | +25.8% |
| 1Y | +65.8% | +23.4% | +42.4% | +38.0% |
| 3Y | +279.2% | +64.9% | +214.3% | +151.2% |
| 5Y | +341.8% | +82.0% | +259.7% | +153.5% |
| All | +341.8% | +82.8% | +259.0% | +153.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling