+349.3%
ZETA vs QID
-80.7%
+430.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -0.9% |
| 7D | -0.1% | -1.9% | +1.9% | -1.3% |
| 30D | +10.5% | +1.7% | +8.7% | +12.2% |
| 3M | +44.3% | -3.9% | +48.2% | +42.0% |
| 6M | +59.4% | -30.0% | +89.4% | +27.1% |
| YTD | +49.5% | -28.2% | +77.7% | +23.9% |
| 1Y | +62.7% | -35.6% | +98.3% | +28.2% |
| 3Y | +274.6% | -74.3% | +348.9% | +91.2% |
| 5Y | +349.3% | -80.8% | +430.2% | +172.0% |
| All | +349.3% | -80.7% | +430.0% | +172.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling