+279.2%
ZETA vs OPEN
-19.6%
+298.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.5% |
| 7D | -2.4% | +1.0% | -3.4% | -2.5% |
| 30D | +15.6% | -11.9% | +27.5% | +17.1% |
| 3M | +41.5% | -28.8% | +70.3% | +46.3% |
| 6M | +63.4% | -38.6% | +102.0% | +71.3% |
| YTD | +51.3% | -47.3% | +98.6% | +60.6% |
| 1Y | +65.8% | -49.2% | +115.0% | +72.8% |
| 3Y | +279.2% | -18.8% | +298.0% | +251.3% |
| All | +279.2% | -19.6% | +298.8% | +251.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling