+67.8%
ZETA vs UUUU
+27.9%
+39.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.2% |
| 7D | +2.7% | -1.4% | +4.0% | +2.8% |
| 30D | +15.8% | +16.3% | -0.5% | +13.8% |
| 3M | +35.4% | -16.7% | +52.1% | +37.2% |
| 6M | +67.1% | -33.7% | +100.8% | +71.0% |
| YTD | +54.1% | -0.5% | +54.5% | +57.0% |
| 1Y | +67.8% | +28.9% | +39.0% | +68.8% |
| All | +67.8% | +27.9% | +39.9% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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