+98.0%
ZETA vs NDAQ
+24.5%
+73.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.5% |
| 7D | +18.1% | +1.3% | +16.9% | +17.1% |
| 30D | +13.6% | +18.0% | -4.4% | -1.1% |
| 3M | +23.7% | +11.5% | +12.2% | +13.2% |
| 6M | +128.5% | +21.1% | +107.4% | +93.8% |
| YTD | +80.1% | +12.8% | +67.3% | +55.5% |
| 1Y | +98.0% | +25.7% | +72.3% | +52.9% |
| All | +98.0% | +24.5% | +73.5% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling