+341.6%
ZETA vs UEC
+273.6%
+68.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.8% |
| 7D | -6.5% | -4.3% | -2.2% | -5.5% |
| 30D | +4.8% | -3.8% | +8.7% | +5.3% |
| 3M | +53.3% | +17.0% | +36.4% | +45.0% |
| 6M | +66.8% | -23.9% | +90.7% | +73.2% |
| YTD | +50.2% | -5.7% | +55.8% | +44.2% |
| 1Y | +62.0% | -12.5% | +74.6% | +53.4% |
| 3Y | +276.4% | +136.5% | +139.9% | +135.0% |
| 5Y | +341.6% | +243.3% | +98.3% | +120.7% |
| All | +341.6% | +273.6% | +68.1% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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