-13.2%
UNH vs ZETA
+272.3%
-285.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | -3.8% | +10.5% | -14.3% | -4.3% |
| 3M | -4.3% | +44.3% | -48.6% | -6.0% |
| 6M | +38.6% | +59.4% | -20.8% | +35.1% |
| YTD | +20.7% | +49.5% | -28.8% | +18.0% |
| 1Y | +16.0% | +62.7% | -46.7% | +13.0% |
| All | -13.2% | +272.3% | -285.6% | -13.7% |
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