+76.3%
ZETA vs ROIV
+104.3%
-28.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +6.9% | +8.0% |
| 7D | +13.2% | +14.3% | -1.1% | +11.1% |
| 30D | +6.0% | +16.2% | -10.2% | +3.7% |
| 3M | +27.3% | +15.1% | +12.2% | +24.3% |
| 6M | +104.6% | +44.2% | +60.4% | +87.8% |
| YTD | +72.3% | +89.8% | -17.5% | +46.3% |
| 1Y | +76.3% | +94.6% | -18.2% | +48.6% |
| All | +76.3% | +104.3% | -28.0% | +48.6% |
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