+90.3%
ZETA vs URI
+33.3%
+57.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.4% | +7.0% | +2.9% |
| 7D | -5.0% | -4.3% | -0.7% | -4.7% |
| 30D | -3.3% | +4.6% | -8.0% | -3.7% |
| 3M | +31.0% | -2.1% | +33.1% | +31.1% |
| 6M | +72.2% | +21.9% | +50.2% | +65.9% |
| YTD | +56.2% | +39.7% | +16.5% | +39.1% |
| 1Y | +90.3% | +32.9% | +57.4% | +85.2% |
| All | +90.3% | +33.3% | +57.0% | +85.2% |
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