+242.2%
ZETA vs OPEN
-82.9%
+325.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.8% |
| 7D | -0.1% | -2.9% | +2.8% | +0.4% |
| 30D | +10.5% | -13.8% | +24.3% | +13.1% |
| 3M | +44.3% | -30.9% | +75.2% | +52.4% |
| 6M | +59.4% | -40.9% | +100.4% | +71.9% |
| YTD | +49.5% | -48.5% | +98.0% | +64.1% |
| 1Y | +62.7% | -50.9% | +113.6% | +70.8% |
| 3Y | +274.6% | -20.6% | +295.3% | +194.9% |
| 5Y | +349.3% | -84.2% | +433.5% | +369.5% |
| All | +242.2% | -82.9% | +325.1% | +235.2% |
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 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