+291.9%
ZETA vs MSCI
+10.6%
+281.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.9% |
| 7D | +2.7% | +0.4% | +2.3% | +2.5% |
| 30D | +15.8% | +0.6% | +15.3% | +15.4% |
| 3M | +35.4% | -7.1% | +42.5% | +40.2% |
| 6M | +67.1% | +0.8% | +66.3% | +65.8% |
| YTD | +54.1% | +1.0% | +53.1% | +52.5% |
| 1Y | +67.8% | +4.3% | +63.5% | +62.6% |
| All | +291.9% | +10.6% | +281.3% | +252.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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