+281.7%
ZETA vs OPEN
-35.5%
+317.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -21.8% | +27.1% | +7.7% |
| 7D | -0.4% | -22.2% | +21.8% | +1.8% |
| 30D | -8.0% | -38.3% | +30.3% | -3.6% |
| 3M | +21.4% | -59.4% | +80.8% | +32.9% |
| 6M | +80.1% | -74.4% | +154.5% | +106.3% |
| YTD | +52.5% | -76.0% | +128.5% | +74.9% |
| 1Y | +58.5% | -78.7% | +137.1% | +83.2% |
| 3Y | +281.7% | -30.0% | +311.7% | +227.7% |
| All | +281.7% | -35.5% | +317.2% | +227.7% |
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