+294.9%
ZETA vs SPXU
-83.3%
+378.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -0.9% |
| 7D | +18.1% | -7.6% | +25.7% | +12.8% |
| 30D | +13.6% | +5.3% | +8.2% | +19.5% |
| 3M | +23.7% | +9.6% | +14.1% | +34.5% |
| 6M | +128.5% | -4.5% | +133.0% | +131.7% |
| YTD | +80.1% | -25.9% | +106.0% | +61.6% |
| 1Y | +98.0% | -28.9% | +126.9% | +74.7% |
| 3Y | +348.6% | -80.5% | +429.1% | +132.7% |
| All | +294.9% | -83.3% | +378.2% | +171.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling