+347.2%
ZETA vs URI
+200.7%
+146.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.9% |
| 7D | +2.7% | -2.0% | +4.6% | +3.6% |
| 30D | +15.8% | -12.9% | +28.8% | +23.7% |
| 3M | +35.4% | -6.7% | +42.2% | +37.7% |
| 6M | +67.1% | +19.0% | +48.1% | +43.4% |
| YTD | +54.1% | +25.5% | +28.5% | +26.9% |
| 1Y | +67.8% | +5.5% | +62.3% | +53.8% |
| 3Y | +311.4% | +111.3% | +200.1% | +133.1% |
| All | +347.2% | +200.7% | +146.6% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling