+281.7%
ZETA vs UAL
+197.6%
+84.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +4.4% |
| 7D | -0.4% | +8.2% | -8.6% | -3.8% |
| 30D | -8.0% | +2.3% | -10.4% | -9.2% |
| 3M | +21.4% | -12.7% | +34.1% | +27.7% |
| 6M | +80.1% | +12.7% | +67.4% | +66.2% |
| YTD | +52.5% | +0.8% | +51.7% | +47.1% |
| 1Y | +58.5% | +17.8% | +40.7% | +42.2% |
| 3Y | +281.7% | +206.7% | +75.0% | +131.4% |
| All | +281.7% | +197.6% | +84.0% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling