+312.3%
ZETA vs SEI
+633.2%
-320.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | +18.1% | +10.5% | +7.7% | +16.1% |
| 30D | +13.6% | -8.0% | +21.6% | +14.0% |
| 3M | +23.7% | +6.7% | +17.0% | +19.6% |
| 6M | +128.5% | -17.0% | +145.5% | +126.7% |
| YTD | +80.1% | +39.7% | +40.4% | +56.1% |
| 1Y | +98.0% | +43.2% | +54.8% | +70.1% |
| 3Y | +348.6% | +676.3% | -327.8% | +119.4% |
| 5Y | +286.6% | +891.0% | -604.4% | +63.4% |
| All | +312.3% | +633.2% | -320.9% | +78.6% |
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