+341.8%
ZETA vs TECH
-41.8%
+383.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | +15.6% | +0.1% | +15.4% | +15.5% |
| 3M | +41.5% | +37.5% | +4.0% | +19.6% |
| 6M | +63.4% | +34.6% | +28.9% | +37.1% |
| YTD | +51.3% | +23.5% | +27.8% | +32.6% |
| 1Y | +65.8% | +34.4% | +31.4% | +37.7% |
| 3Y | +279.2% | +2.3% | +276.9% | +239.7% |
| 5Y | +341.8% | -41.7% | +383.5% | +453.2% |
| All | +341.8% | -41.8% | +383.6% | +453.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling