+227.5%
ZETA vs ONTO
+112.9%
+114.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +12.0% | -7.5% | +0.7% |
| 7D | +6.2% | +1.4% | +4.8% | +5.1% |
| 30D | -2.0% | -34.1% | +32.1% | +10.1% |
| 3M | +21.7% | -37.1% | +58.8% | +36.4% |
| 6M | +89.1% | -31.8% | +121.0% | +94.6% |
| YTD | +59.3% | +22.9% | +36.4% | +25.6% |
| 1Y | +66.2% | +39.5% | +26.7% | +24.0% |
| 3Y | +297.3% | +57.7% | +239.6% | +130.2% |
| 5Y | +227.5% | +115.8% | +111.7% | +39.5% |
| All | +227.5% | +112.9% | +114.6% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling