+56.4%
NU vs ZETA
+348.6%
-292.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.7% | +13.4% | +12.0% |
| 7D | +9.9% | +18.1% | -8.2% | +6.8% |
| 30D | -11.5% | +13.6% | -25.0% | -13.4% |
| 3M | -5.1% | +23.7% | -28.8% | -8.6% |
| 6M | +3.1% | +128.5% | -125.4% | -11.2% |
| YTD | -21.0% | +80.1% | -101.1% | -30.0% |
| 1Y | -15.2% | +98.0% | -113.2% | -26.1% |
| 3Y | +56.4% | +348.6% | -292.1% | -4.7% |
| All | +56.4% | +348.6% | -292.1% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling