+361.9%
ZETA vs XHB
+37.2%
+324.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.7% | +7.7% |
| 7D | +18.8% | -4.1% | +22.9% | +22.0% |
| 30D | +12.6% | +9.6% | +3.0% | +5.3% |
| 3M | +29.5% | -6.0% | +35.5% | +34.2% |
| 6M | +128.6% | +2.2% | +126.4% | +120.2% |
| YTD | +85.5% | +1.1% | +84.3% | +77.4% |
| 1Y | +90.6% | -1.7% | +92.3% | +87.1% |
| All | +361.9% | +37.2% | +324.8% | +244.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling