+319.2%
ZETA vs ONTO
+188.1%
+131.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.5% |
| 7D | +26.5% | +34.4% | -7.9% | +15.3% |
| 30D | +10.3% | -20.4% | +30.7% | +17.1% |
| 3M | +30.5% | -37.8% | +68.4% | +47.4% |
| 6M | +129.4% | -24.6% | +153.9% | +128.6% |
| YTD | +83.1% | +32.8% | +50.3% | +41.8% |
| 1Y | +82.1% | +54.7% | +27.4% | +32.2% |
| 3Y | +352.3% | +54.7% | +297.6% | +177.3% |
| 5Y | +293.1% | +134.0% | +159.1% | +75.2% |
| All | +319.2% | +188.1% | +131.1% | +73.4% |
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