+40.6%
UBER vs ZETA
+306.8%
-266.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | +1.6% | +18.1% | -16.5% | -1.9% |
| 30D | +0.6% | +13.6% | -13.0% | -2.3% |
| 3M | -8.2% | +23.7% | -31.9% | -12.7% |
| 6M | -6.7% | +128.5% | -135.2% | -23.3% |
| YTD | -14.7% | +80.1% | -94.8% | -27.3% |
| 1Y | -24.1% | +98.0% | -122.1% | -36.7% |
| 3Y | +33.4% | +348.6% | -315.2% | -23.5% |
| 5Y | +54.5% | +286.6% | -232.1% | -17.2% |
| All | +40.6% | +306.8% | -266.1% | -22.9% |
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