+270.8%
ZETA vs UUUU
+74.5%
+196.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.7% | -0.6% |
| 7D | -3.7% | -10.5% | +6.8% | -2.4% |
| 30D | +5.7% | -10.5% | +16.2% | +7.0% |
| 3M | +50.4% | -14.1% | +64.6% | +52.6% |
| 6M | +65.5% | -35.5% | +100.9% | +72.4% |
| YTD | +48.3% | -10.9% | +59.2% | +47.3% |
| 1Y | +45.4% | +3.4% | +42.0% | +37.3% |
| 3Y | +270.8% | +73.1% | +197.6% | +200.3% |
| All | +270.8% | +74.5% | +196.2% | +200.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling