+64.7%
ZETA vs OPEN
-49.1%
+113.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.3% |
| 7D | -2.4% | +1.0% | -3.4% | -2.6% |
| 30D | +15.6% | -11.9% | +27.5% | +18.2% |
| 3M | +41.5% | -28.8% | +70.3% | +49.6% |
| 6M | +63.4% | -38.6% | +102.0% | +76.7% |
| YTD | +51.3% | -47.3% | +98.6% | +67.0% |
| All | +64.7% | -49.1% | +113.7% | +79.0% |
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 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