+243.8%
ZETA vs NDAQ
+74.3%
+169.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +2.6% |
| 7D | -6.5% | -6.8% | +0.3% | -0.2% |
| 30D | +4.8% | -3.2% | +8.0% | +8.1% |
| 3M | +53.3% | +6.5% | +46.9% | +43.3% |
| 6M | +66.8% | +5.7% | +61.1% | +57.6% |
| YTD | +50.2% | -4.6% | +54.8% | +55.9% |
| 1Y | +62.0% | -1.6% | +63.6% | +63.7% |
| 3Y | +276.4% | +86.4% | +189.9% | +110.4% |
| 5Y | +341.6% | +50.3% | +291.3% | +165.0% |
| All | +243.8% | +74.3% | +169.5% | +111.0% |
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