+294.9%
ZETA vs UAL
+117.7%
+177.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -0.9% |
| 7D | +18.1% | -3.0% | +21.2% | +19.6% |
| 30D | +13.6% | +10.5% | +3.1% | +7.9% |
| 3M | +23.7% | -13.5% | +37.2% | +30.9% |
| 6M | +128.5% | +14.2% | +114.3% | +107.5% |
| YTD | +80.1% | -2.2% | +82.3% | +74.8% |
| 1Y | +98.0% | +12.5% | +85.5% | +79.2% |
| 3Y | +348.6% | +186.8% | +161.8% | +146.1% |
| All | +294.9% | +117.7% | +177.2% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling