+45.2%
UBER vs ZETA
+272.3%
-227.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.6% |
| 7D | -7.0% | -0.1% | -7.0% | -7.1% |
| 30D | -8.9% | +10.5% | -19.4% | -10.4% |
| 3M | +1.0% | +44.3% | -43.3% | -4.9% |
| 6M | -3.7% | +59.4% | -63.2% | -11.4% |
| YTD | -13.0% | +49.5% | -62.5% | -19.7% |
| 1Y | -25.5% | +62.7% | -88.2% | -32.6% |
| All | +45.2% | +272.3% | -227.1% | -5.9% |
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 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