+90.3%
ZETA vs SPXU
-30.4%
+120.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | -1.0% |
| 7D | -5.0% | +2.2% | -7.2% | -3.1% |
| 30D | -3.3% | +3.8% | -7.1% | +0.1% |
| 3M | +31.0% | +3.3% | +27.7% | +36.3% |
| 6M | +72.2% | -16.7% | +88.9% | +53.1% |
| YTD | +56.2% | -28.6% | +84.8% | +29.9% |
| 1Y | +90.3% | -30.6% | +120.9% | +57.2% |
| All | +90.3% | -30.4% | +120.7% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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