+411.1%
WDC vs ZETA
+63.2%
+347.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.1% |
| 7D | +7.5% | -0.1% | +7.5% | +7.4% |
| 30D | +10.1% | +10.5% | -0.4% | +8.9% |
| 3M | -6.8% | +44.3% | -51.1% | -9.9% |
| 6M | +84.1% | +59.4% | +24.7% | +74.0% |
| YTD | +180.3% | +49.5% | +130.8% | +172.4% |
| 1Y | +411.1% | +62.7% | +348.4% | +383.3% |
| All | +411.1% | +63.2% | +347.9% | +383.3% |
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