+324.5%
ZETA vs OPEN
-92.2%
+416.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.2% | +3.4% | +6.9% |
| 7D | +18.8% | -31.1% | +49.8% | +25.3% |
| 30D | +12.6% | -34.7% | +47.3% | +19.6% |
| 3M | +29.5% | -61.9% | +91.3% | +49.7% |
| 6M | +128.6% | -71.9% | +200.4% | +176.1% |
| YTD | +85.5% | -76.6% | +162.0% | +128.9% |
| 1Y | +90.6% | -83.9% | +174.5% | +148.4% |
| 3Y | +358.0% | -34.4% | +392.4% | +254.7% |
| 5Y | +282.0% | -93.9% | +375.9% | +380.0% |
| All | +324.5% | -92.2% | +416.7% | +367.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling