+319.2%
ZETA vs UEC
+113.8%
+205.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.7% | +0.3% |
| 7D | +26.5% | +4.9% | +21.5% | +24.6% |
| 30D | +10.3% | -17.5% | +27.7% | +15.4% |
| 3M | +30.5% | -40.1% | +70.7% | +47.0% |
| 6M | +129.4% | -56.1% | +185.5% | +175.3% |
| YTD | +83.1% | -41.8% | +124.9% | +98.0% |
| 1Y | +82.1% | -44.8% | +126.9% | +98.2% |
| 3Y | +352.3% | +20.6% | +331.7% | +248.6% |
| 5Y | +293.1% | +24.3% | +268.8% | +153.4% |
| All | +319.2% | +113.8% | +205.4% | +127.9% |
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