+294.5%
ZETA vs RRC
+243.7%
+50.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.8% | +3.4% | +7.0% |
| 7D | +13.2% | -5.2% | +18.4% | +14.8% |
| 30D | +6.0% | +25.2% | -19.2% | -0.6% |
| 3M | +27.3% | +27.4% | 0.0% | +18.7% |
| 6M | +104.6% | +27.0% | +77.6% | +90.0% |
| YTD | +72.3% | +46.3% | +26.1% | +52.2% |
| 1Y | +76.3% | +37.1% | +39.2% | +58.3% |
| 3Y | +325.6% | +60.2% | +265.4% | +258.6% |
| 5Y | +254.2% | +136.6% | +117.6% | +160.5% |
| All | +294.5% | +243.7% | +50.8% | +163.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling