+67.8%
ZETA vs TRI
-38.3%
+106.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.4% | +1.4% | -0.9% |
| 7D | +2.7% | -0.5% | +3.2% | +3.1% |
| 30D | +15.8% | +7.9% | +7.9% | +10.8% |
| 3M | +35.4% | +24.1% | +11.4% | +14.9% |
| 6M | +67.1% | +3.8% | +63.3% | +56.9% |
| YTD | +54.1% | -16.9% | +70.9% | +53.7% |
| 1Y | +67.8% | -38.4% | +106.2% | +86.5% |
| All | +67.8% | -38.3% | +106.1% | +86.5% |
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