+98.0%
ZETA vs Q
+29.7%
+68.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.9% | -1.2% |
| 7D | +18.1% | +1.2% | +16.9% | +18.0% |
| 30D | +13.6% | -2.7% | +16.3% | +13.8% |
| 3M | +23.7% | -16.9% | +40.7% | +26.0% |
| 6M | +128.5% | -26.9% | +155.4% | +133.5% |
| YTD | +80.1% | +45.2% | +34.9% | +30.0% |
| 1Y | +98.0% | +38.1% | +59.9% | +45.5% |
| All | +98.0% | +29.7% | +68.3% | +45.5% |
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