+293.1%
ZETA vs URI
+209.3%
+83.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | +26.5% | +9.3% | +17.1% | +21.0% |
| 30D | +10.3% | +7.6% | +2.7% | +6.1% |
| 3M | +30.5% | +1.0% | +29.5% | +28.9% |
| 6M | +129.4% | +19.8% | +109.5% | +102.3% |
| YTD | +83.1% | +41.9% | +41.3% | +40.4% |
| 1Y | +82.1% | +33.4% | +48.7% | +45.6% |
| 3Y | +352.3% | +156.0% | +196.3% | +123.9% |
| 5Y | +293.1% | +209.5% | +83.6% | +57.0% |
| All | +293.1% | +209.3% | +83.8% | +57.0% |
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