+344.5%
ZETA vs NUE
+146.6%
+197.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.0% |
| 7D | -3.7% | -0.6% | -3.1% | -3.5% |
| 30D | +5.7% | -4.6% | +10.3% | +7.8% |
| 3M | +50.4% | -0.3% | +50.8% | +49.2% |
| 6M | +65.5% | +51.9% | +13.6% | +30.9% |
| YTD | +48.3% | +60.0% | -11.7% | +13.2% |
| 1Y | +45.4% | +82.9% | -37.5% | +3.0% |
| 3Y | +270.8% | +66.0% | +204.8% | +166.5% |
| All | +344.5% | +146.6% | +197.9% | +137.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling