+356.2%
ZETA vs ROIV
+362.8%
-6.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | 0.0% |
| 7D | +26.5% | +9.2% | +17.3% | +23.6% |
| 30D | +10.3% | +19.9% | -9.6% | +5.3% |
| 3M | +30.5% | +10.6% | +20.0% | +26.0% |
| 6M | +129.4% | +36.1% | +93.3% | +104.6% |
| YTD | +83.1% | +84.3% | -1.1% | +45.3% |
| 1Y | +82.1% | +87.6% | -5.5% | +43.1% |
| All | +356.2% | +362.8% | -6.7% | +146.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling