+324.5%
ZETA vs PAAS
+37.1%
+287.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.4% | +9.0% | +7.9% |
| 7D | +18.8% | -5.2% | +23.9% | +20.0% |
| 30D | +12.6% | -13.9% | +26.6% | +16.0% |
| 3M | +29.5% | -23.8% | +53.2% | +36.0% |
| 6M | +128.6% | -36.4% | +165.0% | +148.5% |
| YTD | +85.5% | -23.4% | +108.8% | +91.0% |
| 1Y | +90.6% | +5.6% | +85.0% | +82.7% |
| 3Y | +358.0% | +209.7% | +148.3% | +219.0% |
| 5Y | +282.0% | +55.6% | +226.4% | +209.7% |
| All | +324.5% | +37.1% | +287.4% | +273.2% |
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