+270.8%
ZETA vs SIRI
-22.6%
+293.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.5% |
| 7D | -3.7% | +0.6% | -4.3% | -3.9% |
| 30D | +5.7% | +2.5% | +3.2% | +5.0% |
| 3M | +50.4% | +6.6% | +43.8% | +48.3% |
| 6M | +65.5% | +32.9% | +32.6% | +54.9% |
| YTD | +48.3% | +50.5% | -2.2% | +34.4% |
| 1Y | +45.4% | +28.0% | +17.4% | +36.4% |
| 3Y | +270.8% | -22.4% | +293.2% | +280.5% |
| All | +270.8% | -22.6% | +293.4% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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