+36.5%
WELL vs ZETA
+84.8%
-48.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +3.0% |
| 7D | +9.2% | -5.0% | +14.1% | +8.8% |
| 30D | +10.6% | -3.3% | +14.0% | +10.4% |
| 3M | +7.5% | +31.0% | -23.5% | +9.6% |
| 6M | +15.0% | +72.2% | -57.1% | +19.4% |
| YTD | +35.0% | +56.2% | -21.1% | +40.0% |
| 1Y | +36.5% | +90.3% | -53.8% | +40.7% |
| All | +36.5% | +84.8% | -48.3% | +40.7% |
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