+275.4%
ZETA vs MKSI
+184.9%
+90.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.1% |
| 7D | -6.5% | +4.9% | -11.4% | -7.8% |
| 30D | +4.8% | -11.0% | +15.8% | +7.8% |
| 3M | +53.3% | -17.1% | +70.4% | +54.4% |
| 6M | +66.8% | +16.4% | +50.4% | +45.4% |
| YTD | +50.2% | +64.3% | -14.1% | +12.1% |
| 1Y | +62.0% | +137.7% | -75.7% | +3.5% |
| All | +275.4% | +184.9% | +90.5% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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