+90.3%
ZETA vs TRMB
-31.2%
+121.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -17.3% | +19.9% | +16.9% |
| 7D | -5.0% | -15.7% | +10.7% | +5.9% |
| 30D | -3.3% | -7.8% | +4.4% | -3.0% |
| 3M | +31.0% | -9.3% | +40.3% | +33.0% |
| 6M | +72.2% | -20.8% | +93.0% | +114.5% |
| YTD | +56.2% | -30.8% | +86.9% | +143.6% |
| 1Y | +90.3% | -31.0% | +121.3% | +196.2% |
| All | +90.3% | -31.2% | +121.5% | +196.2% |
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