+252.6%
ZETA vs MET
+74.4%
+178.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.4% | -2.8% |
| 7D | +2.7% | +1.2% | +1.5% | +1.7% |
| 30D | +15.8% | +1.4% | +14.4% | +13.9% |
| 3M | +35.4% | +17.7% | +17.7% | +17.7% |
| 6M | +67.1% | +35.0% | +32.1% | +30.0% |
| YTD | +54.1% | +26.3% | +27.8% | +26.7% |
| 1Y | +67.8% | +22.8% | +45.0% | +41.0% |
| 3Y | +311.4% | +65.9% | +245.5% | +176.3% |
| 5Y | +324.8% | +85.4% | +239.4% | +165.9% |
| All | +252.6% | +74.4% | +178.2% | +122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling