+62.0%
ZETA vs XHB
-16.2%
+78.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.7% |
| 7D | -6.5% | -5.2% | -1.2% | -3.8% |
| 30D | +4.8% | -12.1% | +17.0% | +12.5% |
| 3M | +53.3% | -6.2% | +59.6% | +56.6% |
| 6M | +66.8% | -6.7% | +73.5% | +69.8% |
| YTD | +50.2% | -5.5% | +55.6% | +46.7% |
| 1Y | +62.0% | -15.6% | +77.7% | +76.2% |
| All | +62.0% | -16.2% | +78.2% | +76.2% |
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