+294.9%
ZETA vs PAAS
+48.6%
+246.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | +18.1% | -8.9% | +27.0% | +20.3% |
| 30D | +13.6% | -11.4% | +25.0% | +16.3% |
| 3M | +23.7% | -20.4% | +44.2% | +29.0% |
| 6M | +128.5% | -40.7% | +169.2% | +152.3% |
| YTD | +80.1% | -26.9% | +107.0% | +87.4% |
| 1Y | +98.0% | -3.1% | +101.1% | +93.3% |
| 3Y | +348.6% | +199.3% | +149.3% | +212.4% |
| All | +294.9% | +48.6% | +246.3% | +296.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling