+243.8%
ZETA vs TRGP
+610.7%
-366.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -6.5% | -0.6% | -5.9% | -6.3% |
| 30D | +4.8% | +10.0% | -5.1% | 0.0% |
| 3M | +53.3% | +7.6% | +45.7% | +46.0% |
| 6M | +66.8% | +26.8% | +40.0% | +44.7% |
| YTD | +50.2% | +60.6% | -10.4% | +14.1% |
| 1Y | +62.0% | +82.5% | -20.4% | +14.1% |
| 3Y | +276.4% | +265.0% | +11.3% | +81.4% |
| 5Y | +341.6% | +645.9% | -304.3% | +41.9% |
| All | +243.8% | +610.7% | -366.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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