+356.2%
ZETA vs SEI
+692.8%
-336.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | +26.5% | +27.6% | -1.1% | +22.7% |
| 30D | +10.3% | -17.1% | +27.4% | +11.9% |
| 3M | +30.5% | +4.6% | +26.0% | +27.9% |
| 6M | +129.4% | -15.1% | +144.4% | +128.2% |
| YTD | +83.1% | +41.2% | +42.0% | +64.3% |
| 1Y | +82.1% | +37.5% | +44.5% | +63.8% |
| All | +356.2% | +692.8% | -336.6% | +200.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling