+227.5%
ZETA vs TECH
-41.1%
+268.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.4% |
| 7D | +6.2% | +0.2% | +6.0% | +6.1% |
| 30D | -2.0% | +0.5% | -2.5% | -2.2% |
| 3M | +21.7% | +0.9% | +20.8% | +21.3% |
| 6M | +89.1% | +51.0% | +38.1% | +51.7% |
| YTD | +59.3% | +24.4% | +34.9% | +39.0% |
| 1Y | +66.2% | +27.6% | +38.6% | +42.9% |
| 3Y | +297.3% | +29.9% | +267.4% | +197.8% |
| 5Y | +227.5% | -40.6% | +268.1% | +333.5% |
| All | +227.5% | -41.1% | +268.6% | +333.5% |
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