+62.0%
ZETA vs SPXU
-34.8%
+96.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +1.9% |
| 7D | -6.5% | +6.4% | -12.8% | -1.7% |
| 30D | +4.8% | +5.9% | -1.1% | +10.3% |
| 3M | +53.3% | -11.7% | +65.0% | +40.3% |
| 6M | +66.8% | -28.7% | +95.5% | +29.7% |
| YTD | +50.2% | -26.4% | +76.5% | +24.7% |
| 1Y | +62.0% | -35.2% | +97.3% | +20.1% |
| All | +62.0% | -34.8% | +96.9% | +20.1% |
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