+67.8%
ZETA vs TROW
+0.2%
+67.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.0% |
| 7D | +2.7% | -1.3% | +4.0% | +4.1% |
| 30D | +15.8% | -4.5% | +20.3% | +21.7% |
| 3M | +35.4% | +3.9% | +31.6% | +26.1% |
| 6M | +67.1% | +22.6% | +44.5% | +24.5% |
| YTD | +54.1% | +10.1% | +43.9% | +30.6% |
| 1Y | +67.8% | +3.6% | +64.2% | +43.8% |
| All | +67.8% | +0.2% | +67.6% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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