+103.3%
NU vs ZETA
+272.3%
-169.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.0% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +8.2% | +10.5% | -2.2% | +6.3% |
| 3M | +26.3% | +44.3% | -18.0% | +18.1% |
| 6M | +2.2% | +59.4% | -57.2% | -6.8% |
| YTD | -10.4% | +49.5% | -59.9% | -18.0% |
| 1Y | -3.0% | +62.7% | -65.6% | -13.1% |
| All | +103.3% | +272.3% | -169.1% | +34.0% |
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