+82.1%
ZETA vs RY
+39.8%
+42.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +26.5% | -0.5% | +27.0% | +27.0% |
| 30D | +10.3% | +4.7% | +5.5% | +6.1% |
| 3M | +30.5% | -4.5% | +35.0% | +37.3% |
| 6M | +129.4% | +12.5% | +116.8% | +94.1% |
| YTD | +83.1% | +21.1% | +62.0% | +38.3% |
| 1Y | +82.1% | +38.6% | +43.4% | -0.9% |
| All | +82.1% | +39.8% | +42.3% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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