+67.8%
ZETA vs ZS
-37.1%
+104.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.5% | +0.4% | -1.9% |
| 7D | +2.7% | -7.8% | +10.5% | +6.7% |
| 30D | +15.8% | +5.0% | +10.8% | +13.1% |
| 3M | +35.4% | +25.5% | +9.9% | +22.1% |
| 6M | +67.1% | +8.7% | +58.4% | +49.6% |
| YTD | +54.1% | -24.5% | +78.6% | +54.6% |
| 1Y | +67.8% | -36.7% | +104.5% | +67.8% |
| All | +67.8% | -37.1% | +104.9% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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