+264.7%
ZETA vs OPEN
-92.0%
+356.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.4% |
| 7D | +6.2% | -21.7% | +27.9% | +9.7% |
| 30D | -2.0% | -36.5% | +34.5% | +4.6% |
| 3M | +21.7% | -59.5% | +81.2% | +39.5% |
| 6M | +89.1% | -71.9% | +161.0% | +128.8% |
| YTD | +59.3% | -75.8% | +135.1% | +95.8% |
| 1Y | +66.2% | -78.5% | +144.7% | +106.5% |
| 3Y | +297.3% | -30.2% | +327.5% | +204.2% |
| 5Y | +227.5% | -93.3% | +320.8% | +304.7% |
| All | +264.7% | -92.0% | +356.6% | +300.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling