+67.8%
ZETA vs URI
+7.3%
+60.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.3% |
| 7D | +2.7% | -2.0% | +4.6% | +2.9% |
| 30D | +15.8% | -12.9% | +28.8% | +17.8% |
| 3M | +35.4% | -6.7% | +42.2% | +36.2% |
| 6M | +67.1% | +19.0% | +48.1% | +58.9% |
| YTD | +54.1% | +25.5% | +28.5% | +39.4% |
| 1Y | +67.8% | +5.5% | +62.3% | +65.3% |
| All | +67.8% | +7.3% | +60.5% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling