+90.3%
ZETA vs OPEN
-72.7%
+163.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.8% | -11.2% | -1.4% |
| 7D | -5.0% | +3.7% | -8.7% | -6.2% |
| 30D | -3.3% | -14.3% | +10.9% | +0.5% |
| 3M | +31.0% | -51.9% | +82.9% | +60.6% |
| 6M | +72.2% | -61.4% | +133.6% | +124.0% |
| YTD | +56.2% | -66.0% | +122.2% | +106.8% |
| 1Y | +90.3% | -71.4% | +161.7% | +159.2% |
| All | +90.3% | -72.7% | +163.0% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling