+90.3%
ZETA vs TRI
-22.4%
+112.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.8% | -0.7% |
| 7D | -5.0% | +1.0% | -6.0% | -6.2% |
| 30D | -3.3% | +20.8% | -24.1% | -14.3% |
| 3M | +31.0% | +8.1% | +22.9% | +22.0% |
| 6M | +72.2% | +24.2% | +48.0% | +43.4% |
| YTD | +56.2% | -7.8% | +63.9% | +54.5% |
| 1Y | +90.3% | -16.7% | +107.0% | +93.5% |
| All | +90.3% | -22.4% | +112.7% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling