+264.7%
ZETA vs URI
+267.6%
-3.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.9% | -2.4% | +1.2% |
| 7D | +6.2% | -4.0% | +10.2% | +8.2% |
| 30D | -2.0% | +6.8% | -8.8% | -5.2% |
| 3M | +21.7% | -2.8% | +24.5% | +22.5% |
| 6M | +89.1% | +20.9% | +68.3% | +67.0% |
| YTD | +59.3% | +40.2% | +19.1% | +24.6% |
| 1Y | +66.2% | +34.1% | +32.1% | +34.0% |
| 3Y | +297.3% | +164.1% | +133.2% | +104.2% |
| 5Y | +227.5% | +199.3% | +28.1% | +29.6% |
| All | +264.7% | +267.6% | -3.0% | +36.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling