+202.4%
ZETA vs OPEN
-93.8%
+296.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -21.8% | +27.1% | +8.9% |
| 7D | -0.4% | -22.2% | +21.8% | +2.9% |
| 30D | -8.0% | -38.3% | +30.3% | -1.4% |
| 3M | +21.4% | -59.4% | +80.8% | +39.0% |
| 6M | +80.1% | -74.4% | +154.5% | +121.0% |
| YTD | +52.5% | -76.0% | +128.5% | +87.6% |
| 1Y | +58.5% | -78.7% | +137.1% | +97.1% |
| 3Y | +281.7% | -30.0% | +311.7% | +191.0% |
| All | +202.4% | -93.8% | +296.2% | +332.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling