+242.2%
ZETA vs TECH
-31.2%
+273.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +10.5% | +0.3% | +10.2% | +10.3% |
| 3M | +44.3% | +32.9% | +11.4% | +24.5% |
| 6M | +59.4% | +32.1% | +27.4% | +35.6% |
| YTD | +49.5% | +23.4% | +26.1% | +31.5% |
| 1Y | +62.7% | +34.1% | +28.6% | +35.9% |
| 3Y | +274.6% | +2.2% | +272.4% | +237.0% |
| 5Y | +349.3% | -41.8% | +391.2% | +433.3% |
| All | +242.2% | -31.2% | +273.4% | +322.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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