+62.7%
ZETA vs NDAQ
+0.3%
+62.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.4% |
| 7D | -0.1% | -1.6% | +1.5% | +1.6% |
| 30D | +10.5% | -1.5% | +11.9% | +12.1% |
| 3M | +44.3% | +8.0% | +36.3% | +33.2% |
| 6M | +59.4% | +7.7% | +51.7% | +47.6% |
| YTD | +49.5% | -2.3% | +51.8% | +49.6% |
| 1Y | +62.7% | +0.6% | +62.1% | +57.6% |
| All | +62.7% | +0.3% | +62.4% | +57.6% |
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