+294.9%
ZETA vs TRI
+0.5%
+294.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +18.1% | -2.9% | +21.0% | +20.0% |
| 30D | +13.6% | +3.7% | +9.9% | +8.8% |
| 3M | +23.7% | +3.7% | +20.0% | +17.6% |
| 6M | +128.5% | +35.1% | +93.4% | +76.3% |
| YTD | +80.1% | -14.0% | +94.1% | +86.2% |
| 1Y | +98.0% | -19.0% | +117.0% | +113.3% |
| 3Y | +348.6% | -12.0% | +360.6% | +279.7% |
| All | +294.9% | +0.5% | +294.5% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling