+341.6%
ZETA vs UUUU
+111.0%
+230.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +2.0% |
| 7D | -6.5% | -5.0% | -1.5% | -5.4% |
| 30D | +4.8% | -7.8% | +12.6% | +6.5% |
| 3M | +53.3% | -0.4% | +53.8% | +51.4% |
| 6M | +66.8% | -32.9% | +99.7% | +78.4% |
| YTD | +50.2% | -6.3% | +56.4% | +42.5% |
| 1Y | +62.0% | +7.9% | +54.1% | +39.1% |
| 3Y | +276.4% | +85.2% | +191.2% | +139.3% |
| 5Y | +341.6% | +97.0% | +244.7% | +148.1% |
| All | +341.6% | +111.0% | +230.6% | +148.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling