+58.5%
ZETA vs ROIV
+93.5%
-35.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.2% | -0.9% | +4.3% |
| 7D | -0.4% | +5.3% | -5.8% | -1.2% |
| 30D | -8.0% | +11.9% | -19.9% | -9.4% |
| 3M | +21.4% | +10.7% | +10.7% | +19.1% |
| 6M | +80.1% | +34.9% | +45.2% | +67.2% |
| YTD | +52.5% | +79.2% | -26.7% | +30.4% |
| 1Y | +58.5% | +89.0% | -30.5% | +30.2% |
| All | +58.5% | +93.5% | -35.0% | +30.2% |
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