+348.6%
ZETA vs TRGP
+274.3%
+74.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +18.1% | +12.4% | +5.7% | +13.9% |
| 30D | +13.6% | +2.6% | +11.0% | +12.3% |
| 3M | +23.7% | +11.9% | +11.9% | +18.2% |
| 6M | +128.5% | +13.9% | +114.6% | +113.5% |
| YTD | +80.1% | +64.2% | +15.9% | +38.1% |
| 1Y | +98.0% | +78.5% | +19.5% | +44.2% |
| 3Y | +348.6% | +272.9% | +75.7% | +154.5% |
| All | +348.6% | +274.3% | +74.3% | +154.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling