+67.8%
ZETA vs ROIV
+177.7%
-109.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -4.4% |
| 7D | +2.7% | +0.6% | +2.0% | +2.5% |
| 30D | +15.8% | +1.0% | +14.9% | +15.3% |
| 3M | +35.4% | +18.3% | +17.1% | +29.0% |
| 6M | +67.1% | +18.3% | +48.8% | +57.4% |
| YTD | +54.1% | +61.0% | -6.9% | +31.3% |
| 1Y | +67.8% | +177.9% | -110.1% | +9.4% |
| All | +67.8% | +177.7% | -109.8% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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