+275.4%
ZETA vs NVT
+178.0%
+97.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.3% |
| 7D | -6.5% | +2.0% | -8.5% | -7.4% |
| 30D | +4.8% | -7.2% | +12.0% | +7.5% |
| 3M | +53.3% | -0.9% | +54.2% | +49.2% |
| 6M | +66.8% | +42.6% | +24.2% | +30.1% |
| YTD | +50.2% | +52.9% | -2.7% | +11.4% |
| 1Y | +62.0% | +64.5% | -2.4% | +15.7% |
| All | +275.4% | +178.0% | +97.4% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling