+246.3%
ZETA vs ONTO
+286.2%
-39.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.9% | -6.7% | -3.3% |
| 7D | -2.4% | +9.7% | -12.1% | -5.5% |
| 30D | +15.6% | -8.8% | +24.4% | +17.8% |
| 3M | +41.5% | +4.5% | +37.0% | +30.9% |
| 6M | +63.4% | +56.4% | +7.0% | +25.4% |
| YTD | +51.3% | +78.1% | -26.8% | +9.1% |
| 1Y | +65.8% | +171.3% | -105.5% | +0.1% |
| 3Y | +279.2% | +118.7% | +160.5% | +108.1% |
| 5Y | +341.8% | +269.4% | +72.4% | +74.2% |
| All | +246.3% | +286.2% | -39.9% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling