+64.1%
ZETA vs SOLS
+20.3%
+43.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.2% |
| 7D | -0.1% | +3.7% | -3.8% | -0.2% |
| 30D | +10.5% | +5.0% | +5.4% | +10.3% |
| 3M | +44.3% | -21.1% | +65.4% | +43.9% |
| 6M | +59.4% | -14.2% | +73.6% | +55.4% |
| YTD | +49.5% | +30.6% | +18.9% | +23.1% |
| All | +64.1% | +20.3% | +43.8% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling