+90.3%
ZETA vs NUE
+86.4%
+3.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +2.9% |
| 7D | -5.0% | -1.4% | -3.6% | -4.8% |
| 30D | -3.3% | +6.6% | -9.9% | -4.3% |
| 3M | +31.0% | -2.0% | +33.0% | +31.9% |
| 6M | +72.2% | +19.2% | +52.9% | +65.7% |
| YTD | +56.2% | +65.6% | -9.4% | +29.3% |
| 1Y | +90.3% | +87.8% | +2.5% | +26.3% |
| All | +90.3% | +86.4% | +3.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling