+67.8%
ZETA vs TRMB
-24.7%
+92.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.0% | -2.8% |
| 7D | +2.7% | -2.5% | +5.2% | +5.9% |
| 30D | +15.8% | +1.5% | +14.3% | +13.3% |
| 3M | +35.4% | +6.8% | +28.7% | +24.1% |
| 6M | +67.1% | -14.9% | +82.1% | +111.8% |
| YTD | +54.1% | -24.1% | +78.2% | +132.9% |
| 1Y | +67.8% | -25.4% | +93.2% | +159.3% |
| All | +67.8% | -24.7% | +92.5% | +159.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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