+65.8%
ZETA vs UAL
+0.7%
+65.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.5% |
| 7D | -2.4% | +3.4% | -5.9% | -4.2% |
| 30D | +15.6% | -16.5% | +32.0% | +25.7% |
| 3M | +41.5% | +2.8% | +38.7% | +36.3% |
| 6M | +63.4% | +17.6% | +45.9% | +40.4% |
| YTD | +51.3% | -3.2% | +54.5% | +53.1% |
| 1Y | +65.8% | +0.4% | +65.4% | +56.0% |
| All | +65.8% | +0.7% | +65.1% | +56.0% |
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