+45.4%
ZETA vs XLRE
+7.1%
+38.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.6% |
| 7D | -3.7% | -1.2% | -2.6% | -3.2% |
| 30D | +5.7% | -2.4% | +8.1% | +6.7% |
| 3M | +50.4% | -2.5% | +52.9% | +52.0% |
| 6M | +65.5% | +4.0% | +61.5% | +57.0% |
| YTD | +48.3% | +9.3% | +39.0% | +32.5% |
| 1Y | +45.4% | +5.6% | +39.8% | +31.7% |
| All | +45.4% | +7.1% | +38.2% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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