+58.5%
ZETA vs UAL
+18.2%
+40.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +4.5% |
| 7D | -0.4% | +8.2% | -8.6% | -3.2% |
| 30D | -8.0% | +2.3% | -10.4% | -8.9% |
| 3M | +21.4% | -12.7% | +34.1% | +27.5% |
| 6M | +80.1% | +12.7% | +67.4% | +66.5% |
| YTD | +52.5% | +0.8% | +51.7% | +53.8% |
| 1Y | +58.5% | +17.8% | +40.7% | +40.1% |
| All | +58.5% | +18.2% | +40.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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