+252.6%
ZETA vs TECH
-31.0%
+283.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.0% | -4.1% |
| 7D | +2.7% | +0.1% | +2.5% | +2.6% |
| 30D | +15.8% | +0.7% | +15.1% | +15.5% |
| 3M | +35.4% | +36.3% | -0.9% | +15.4% |
| 6M | +67.1% | +25.6% | +41.5% | +45.6% |
| YTD | +54.1% | +23.7% | +30.4% | +35.3% |
| 1Y | +67.8% | +37.6% | +30.2% | +38.4% |
| 3Y | +311.4% | -6.6% | +318.0% | +293.9% |
| 5Y | +324.8% | -42.2% | +367.0% | +402.9% |
| All | +252.6% | -31.0% | +283.7% | +335.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling