+91.4%
USO vs ZETA
+272.3%
-181.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +2.7% |
| 7D | +6.2% | -0.1% | +6.3% | +6.3% |
| 30D | +19.1% | +10.5% | +8.6% | +19.5% |
| 3M | +14.2% | +44.3% | -30.1% | +15.7% |
| 6M | +43.7% | +59.4% | -15.7% | +46.4% |
| YTD | +116.8% | +49.5% | +67.4% | +120.6% |
| 1Y | +104.3% | +62.7% | +41.7% | +108.0% |
| All | +91.4% | +272.3% | -181.0% | +100.2% |
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