+275.4%
ZETA vs ZS
+0.7%
+274.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +1.3% |
| 7D | -6.5% | -8.1% | +1.6% | -2.4% |
| 30D | +4.8% | -8.4% | +13.3% | +9.4% |
| 3M | +53.3% | +31.1% | +22.3% | +33.9% |
| 6M | +66.8% | +4.4% | +62.4% | +53.7% |
| YTD | +50.2% | -27.3% | +77.5% | +65.4% |
| 1Y | +62.0% | -41.4% | +103.4% | +97.3% |
| All | +275.4% | +0.7% | +274.7% | +213.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling