+348.6%
ZETA vs NXT
+175.5%
+173.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | +18.1% | -9.4% | +27.5% | +20.1% |
| 30D | +13.6% | +15.1% | -1.5% | +10.3% |
| 3M | +23.7% | -9.1% | +32.8% | +25.1% |
| 6M | +128.5% | -30.3% | +158.8% | +139.8% |
| YTD | +80.1% | +9.1% | +71.0% | +70.6% |
| 1Y | +98.0% | +7.9% | +90.1% | +87.9% |
| 3Y | +348.6% | +176.5% | +172.1% | +228.8% |
| All | +348.6% | +175.5% | +173.1% | +228.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling