+66.1%
ZETA vs Q
+71.3%
-5.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.2% |
| 7D | +2.7% | +0.2% | +2.4% | +2.6% |
| 30D | +15.8% | -11.1% | +26.9% | +17.3% |
| 3M | +35.4% | -22.1% | +57.5% | +37.5% |
| 6M | +67.1% | +0.5% | +66.6% | +51.7% |
| YTD | +54.1% | +47.8% | +6.2% | +16.0% |
| All | +66.1% | +71.3% | -5.2% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling