+88.5%
WDC vs ZETA
+81.4%
+7.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.7% | -3.3% | -4.8% |
| 7D | +12.1% | +18.1% | -6.0% | +10.2% |
| 30D | -18.8% | +13.6% | -32.4% | -19.7% |
| 3M | -39.3% | +23.7% | -63.0% | -40.2% |
| 6M | -40.1% | +128.5% | -168.6% | -44.3% |
| YTD | +71.8% | +80.1% | -8.3% | +74.8% |
| 1Y | +88.5% | +98.0% | -9.5% | +82.8% |
| All | +88.5% | +81.4% | +7.0% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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