+242.2%
ZETA vs SEI
+676.0%
-433.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.8% | -7.0% | -2.2% |
| 7D | -0.1% | +28.2% | -28.3% | -4.8% |
| 30D | +10.5% | +15.5% | -5.0% | +6.9% |
| 3M | +44.3% | -1.4% | +45.7% | +41.3% |
| 6M | +59.4% | +37.4% | +22.0% | +42.6% |
| YTD | +49.5% | +47.8% | +1.7% | +30.3% |
| 1Y | +62.7% | +174.3% | -111.6% | +21.8% |
| 3Y | +274.6% | +598.5% | -323.8% | +93.3% |
| 5Y | +349.3% | +1,026.2% | -676.9% | +88.8% |
| All | +242.2% | +676.0% | -433.8% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling