+242.2%
ZETA vs ONTO
+282.5%
-40.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | -0.1% | +9.4% | -9.4% | -3.1% |
| 30D | +10.5% | -4.4% | +14.9% | +11.0% |
| 3M | +44.3% | +1.6% | +42.7% | +34.9% |
| 6M | +59.4% | +45.3% | +14.2% | +26.1% |
| YTD | +49.5% | +76.4% | -26.9% | +8.1% |
| 1Y | +62.7% | +167.2% | -104.5% | -1.2% |
| 3Y | +274.6% | +116.6% | +158.1% | +106.3% |
| 5Y | +349.3% | +263.7% | +85.6% | +77.8% |
| All | +242.2% | +282.5% | -40.3% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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