+35.3%
UBER vs ZETA
+361.9%
-326.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.6% | -6.7% | -0.1% |
| 7D | +1.2% | +18.8% | -17.6% | -1.3% |
| 30D | -1.1% | +12.6% | -13.8% | -2.9% |
| 3M | -10.0% | +29.5% | -39.5% | -13.5% |
| 6M | -7.2% | +128.6% | -135.8% | -18.3% |
| YTD | -13.5% | +85.5% | -99.0% | -22.4% |
| 1Y | -24.5% | +90.6% | -115.1% | -32.6% |
| All | +35.3% | +361.9% | -326.6% | -5.7% |
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