+239.5%
ZETA vs TRI
+11.2%
+228.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.3% |
| 7D | -3.7% | -7.9% | +4.2% | +1.1% |
| 30D | +5.7% | -4.5% | +10.2% | +8.4% |
| 3M | +50.4% | +22.1% | +28.3% | +27.5% |
| 6M | +65.5% | -2.8% | +68.2% | +62.5% |
| YTD | +48.3% | -23.4% | +71.7% | +68.2% |
| 1Y | +45.4% | -41.5% | +86.9% | +95.7% |
| 3Y | +270.8% | -19.2% | +290.0% | +243.3% |
| 5Y | +336.1% | -9.4% | +345.5% | +201.7% |
| All | +239.5% | +11.2% | +228.3% | +108.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling