+349.3%
ZETA vs XHB
+34.8%
+314.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | 0.0% |
| 7D | -0.1% | -1.9% | +1.9% | +1.5% |
| 30D | +10.5% | -8.3% | +18.8% | +18.2% |
| 3M | +44.3% | -7.1% | +51.5% | +51.3% |
| 6M | +59.4% | -5.3% | +64.7% | +62.7% |
| YTD | +49.5% | -3.2% | +52.7% | +48.8% |
| 1Y | +62.7% | -13.9% | +76.5% | +79.4% |
| 3Y | +274.6% | +24.9% | +249.7% | +192.7% |
| 5Y | +349.3% | +34.5% | +314.8% | +224.5% |
| All | +349.3% | +34.8% | +314.5% | +224.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling