+82.1%
ZETA vs NDAQ
+25.3%
+56.7%
-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% | -0.5% |
| 7D | +26.5% | +1.7% | +24.8% | +24.9% |
| 30D | +10.3% | +16.2% | -6.0% | -3.0% |
| 3M | +30.5% | +14.0% | +16.6% | +16.9% |
| 6M | +129.4% | +22.3% | +107.1% | +91.7% |
| YTD | +83.1% | +13.0% | +70.1% | +57.7% |
| 1Y | +82.1% | +24.0% | +58.1% | +36.5% |
| All | +82.1% | +25.3% | +56.7% | +36.5% |
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 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