+67.8%
ZETA vs RRC
+23.4%
+44.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -4.1% |
| 7D | +2.7% | +1.3% | +1.3% | +2.7% |
| 30D | +15.8% | +10.1% | +5.7% | +16.2% |
| 3M | +35.4% | +4.0% | +31.4% | +35.5% |
| 6M | +67.1% | +1.6% | +65.5% | +65.6% |
| YTD | +54.1% | +19.7% | +34.3% | +50.2% |
| 1Y | +67.8% | +21.4% | +46.4% | +68.4% |
| All | +67.8% | +23.4% | +44.5% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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