+67.8%
ZETA vs XHB
-9.3%
+77.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.0% | -4.6% |
| 7D | +2.7% | -1.3% | +3.9% | +3.3% |
| 30D | +15.8% | -6.9% | +22.7% | +20.3% |
| 3M | +35.4% | -1.3% | +36.7% | +34.8% |
| 6M | +67.1% | -6.8% | +73.9% | +73.2% |
| YTD | +54.1% | +0.7% | +53.3% | +46.1% |
| 1Y | +67.8% | -11.2% | +79.1% | +77.3% |
| All | +67.8% | -9.3% | +77.1% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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