+67.8%
ZETA vs SEI
+105.8%
-38.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.4% | -7.5% | -4.3% |
| 7D | +2.7% | +10.2% | -7.6% | +2.0% |
| 30D | +15.8% | -1.0% | +16.8% | +15.8% |
| 3M | +35.4% | -27.9% | +63.3% | +39.0% |
| 6M | +67.1% | +10.4% | +56.7% | +55.2% |
| YTD | +54.1% | +20.1% | +33.9% | +39.0% |
| 1Y | +67.8% | +109.7% | -41.9% | +31.0% |
| All | +67.8% | +105.8% | -38.0% | +31.0% |
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