+238.4%
WELL vs ZETA
+237.6%
+0.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -1.1% | -0.1% | -1.1% | -1.1% |
| 30D | +0.7% | +10.5% | -9.7% | +0.3% |
| 3M | +14.5% | +44.3% | -29.8% | +12.7% |
| 6M | +14.4% | +59.4% | -45.0% | +11.7% |
| YTD | +28.5% | +49.5% | -21.0% | +25.5% |
| 1Y | +41.8% | +62.7% | -20.9% | +37.3% |
| 3Y | +202.8% | +274.6% | -71.8% | +169.1% |
| 5Y | +208.8% | +349.3% | -140.5% | +173.3% |
| All | +238.4% | +237.6% | +0.8% | +214.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling