+243.8%
ZETA vs SPXU
-88.4%
+332.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +1.6% |
| 7D | -6.5% | +6.4% | -12.8% | -2.7% |
| 30D | +4.8% | +5.9% | -1.1% | +9.2% |
| 3M | +53.3% | -11.7% | +65.0% | +43.7% |
| 6M | +66.8% | -28.7% | +95.5% | +40.5% |
| YTD | +50.2% | -26.4% | +76.5% | +31.7% |
| 1Y | +62.0% | -35.2% | +97.3% | +35.1% |
| 3Y | +276.4% | -79.8% | +356.2% | +100.0% |
| 5Y | +341.6% | -86.1% | +427.7% | +165.2% |
| All | +243.8% | -88.4% | +332.1% | +99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling