+294.5%
ZETA vs TECH
-30.7%
+325.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.2% | +8.2% |
| 7D | +13.2% | +0.2% | +13.0% | +13.1% |
| 30D | +6.0% | +0.5% | +5.5% | +5.8% |
| 3M | +27.3% | +1.1% | +26.3% | +26.8% |
| 6M | +104.6% | +51.0% | +53.6% | +65.3% |
| YTD | +72.3% | +24.4% | +48.0% | +51.0% |
| 1Y | +76.3% | +27.4% | +48.9% | +52.6% |
| 3Y | +325.6% | +28.5% | +297.1% | +228.2% |
| 5Y | +254.2% | -40.9% | +295.1% | +316.6% |
| All | +294.5% | -30.7% | +325.1% | +385.9% |
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