+252.6%
ZETA vs UEC
+262.9%
-10.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.3% | -4.1% |
| 7D | +2.7% | -6.9% | +9.6% | +4.5% |
| 30D | +15.8% | +7.6% | +8.2% | +13.0% |
| 3M | +35.4% | -18.4% | +53.8% | +40.5% |
| 6M | +67.1% | -23.3% | +90.4% | +72.5% |
| YTD | +54.1% | -1.2% | +55.3% | +46.5% |
| 1Y | +67.8% | +2.3% | +65.5% | +52.3% |
| 3Y | +311.4% | +162.3% | +149.1% | +154.2% |
| 5Y | +324.8% | +287.2% | +37.5% | +115.2% |
| All | +252.6% | +262.9% | -10.2% | +68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling