+236.5%
ZETA vs NXT
+171.8%
+64.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -0.5% |
| 7D | -0.1% | -0.2% | +0.2% | 0.0% |
| 30D | +10.5% | -20.0% | +30.4% | +15.0% |
| 3M | +44.3% | -30.9% | +75.2% | +53.0% |
| 6M | +59.4% | -23.8% | +83.3% | +63.5% |
| YTD | +49.5% | -5.4% | +54.9% | +46.4% |
| 1Y | +62.7% | +28.0% | +34.6% | +52.5% |
| 3Y | +274.6% | +93.3% | +181.3% | +214.1% |
| All | +236.5% | +171.8% | +64.7% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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