+3.5%
UNH vs ZETA
+341.5%
-338.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.2% |
| 3M | -4.3% | +44.3% | -48.6% | -5.5% |
| 6M | +38.6% | +59.4% | -20.8% | +36.0% |
| YTD | +20.7% | +49.5% | -28.8% | +18.6% |
| 1Y | +16.0% | +62.7% | -46.7% | +13.7% |
| 3Y | -13.5% | +274.6% | -288.1% | -16.9% |
| 5Y | +3.5% | +349.3% | -345.8% | -1.7% |
| All | +3.5% | +341.5% | -338.0% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling