+90.3%
ZETA vs SEI
+18.6%
+71.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -16.9% | +19.5% | +3.1% |
| 7D | -5.0% | -16.4% | +11.4% | -4.6% |
| 30D | -3.3% | -22.9% | +19.5% | -2.7% |
| 3M | +31.0% | -0.3% | +31.3% | +31.0% |
| 6M | +72.2% | -22.3% | +94.5% | +74.4% |
| YTD | +56.2% | +26.2% | +30.0% | +36.7% |
| 1Y | +90.3% | +8.2% | +82.1% | +73.4% |
| All | +90.3% | +18.6% | +71.7% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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