+312.3%
ZETA vs NDAQ
+106.1%
+206.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.5% |
| 7D | +18.1% | +1.3% | +16.9% | +16.9% |
| 30D | +13.6% | +18.0% | -4.4% | -2.8% |
| 3M | +23.7% | +11.5% | +12.2% | +11.3% |
| 6M | +128.5% | +21.1% | +107.4% | +89.1% |
| YTD | +80.1% | +12.8% | +67.3% | +59.2% |
| 1Y | +98.0% | +25.7% | +72.3% | +58.2% |
| 3Y | +348.6% | +116.8% | +231.8% | +117.5% |
| 5Y | +286.6% | +67.3% | +219.3% | +115.8% |
| All | +312.3% | +106.1% | +206.1% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling