+348.6%
ZETA vs MSCI
+34.1%
+314.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.4% |
| 7D | +18.1% | +3.0% | +15.1% | +16.3% |
| 30D | +13.6% | +17.8% | -4.2% | +3.5% |
| 3M | +23.7% | +15.2% | +8.5% | +14.0% |
| 6M | +128.5% | +16.5% | +112.0% | +108.7% |
| YTD | +80.1% | +16.4% | +63.7% | +64.3% |
| 1Y | +98.0% | +16.8% | +81.2% | +80.3% |
| 3Y | +348.6% | +35.8% | +312.8% | +245.8% |
| All | +348.6% | +34.1% | +314.5% | +245.8% |
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