+246.3%
ZETA vs PAAS
+77.8%
+168.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -2.4% | +2.0% | -4.4% | -2.9% |
| 30D | +15.6% | -0.1% | +15.7% | +15.2% |
| 3M | +41.5% | +8.2% | +33.3% | +38.1% |
| 6M | +63.4% | -13.8% | +77.2% | +66.2% |
| YTD | +51.3% | -0.6% | +51.9% | +48.2% |
| 1Y | +65.8% | +44.0% | +21.8% | +48.6% |
| 3Y | +279.2% | +246.6% | +32.6% | +160.2% |
| 5Y | +341.8% | +116.1% | +225.7% | +237.0% |
| All | +246.3% | +77.8% | +168.6% | +189.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling