+67.8%
ZETA vs OPEN
-38.6%
+106.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.2% |
| 7D | +2.7% | -4.3% | +6.9% | +3.4% |
| 30D | +15.8% | -16.2% | +32.0% | +19.6% |
| 3M | +35.4% | -36.4% | +71.8% | +46.1% |
| 6M | +67.1% | -35.5% | +102.6% | +79.0% |
| YTD | +54.1% | -46.0% | +100.0% | +69.2% |
| 1Y | +67.8% | -47.1% | +115.0% | +81.1% |
| All | +67.8% | -38.6% | +106.4% | +81.1% |
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