+41.5%
NU vs ZETA
+242.6%
-201.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -2.3% |
| 7D | -4.9% | -3.7% | -1.1% | -3.9% |
| 30D | +7.8% | +5.7% | +2.1% | +5.9% |
| 3M | +20.9% | +50.4% | -29.5% | +7.1% |
| 6M | +0.9% | +65.5% | -64.6% | -14.2% |
| YTD | -12.7% | +48.3% | -61.0% | -24.3% |
| 1Y | -6.4% | +45.4% | -51.8% | -19.7% |
| 3Y | +98.1% | +270.8% | -172.7% | -2.8% |
| All | +41.5% | +242.6% | -201.0% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 10y: compounded portfolio wealth divided by compounded ZETA 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…
10y analysis · Full analysis span regression · 6 months rolling