+90.3%
ZETA vs QID
-21.1%
+111.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +1.6% |
| 7D | -5.0% | +9.8% | -14.8% | +0.6% |
| 30D | -3.3% | +18.9% | -22.3% | +7.7% |
| 3M | +31.0% | +9.6% | +21.4% | +40.0% |
| 6M | +72.2% | -7.8% | +80.0% | +59.9% |
| YTD | +56.2% | -23.3% | +79.5% | +26.0% |
| 1Y | +90.3% | -22.0% | +112.3% | +59.7% |
| All | +90.3% | -21.1% | +111.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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