+90.3%
ZETA vs MOH
+53.5%
+36.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.9% | -6.3% | +2.8% |
| 7D | -5.0% | +14.3% | -19.3% | -4.6% |
| 30D | -3.3% | +16.7% | -20.0% | -2.8% |
| 3M | +31.0% | +18.3% | +12.7% | +31.9% |
| 6M | +72.2% | +15.8% | +56.4% | +75.0% |
| YTD | +56.2% | +30.5% | +25.7% | +66.8% |
| 1Y | +90.3% | +49.3% | +41.0% | +96.5% |
| All | +90.3% | +53.5% | +36.8% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling