+239.5%
ZETA vs SEI
+673.1%
-433.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.3% | -2.1% |
| 7D | -3.7% | +22.6% | -26.3% | -7.5% |
| 30D | +5.7% | +9.1% | -3.4% | +3.3% |
| 3M | +50.4% | -11.3% | +61.8% | +50.6% |
| 6M | +65.5% | +22.0% | +43.4% | +52.1% |
| YTD | +48.3% | +47.3% | +1.0% | +29.3% |
| 1Y | +45.4% | +124.8% | -79.4% | +14.0% |
| 3Y | +270.8% | +591.3% | -320.5% | +91.7% |
| 5Y | +336.1% | +1,008.2% | -672.1% | +83.7% |
| All | +239.5% | +673.1% | -433.7% | +47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling