+42.3%
WELL vs ZETA
+61.8%
-19.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.5% | -0.1% |
| 7D | -2.2% | -6.5% | +4.2% | -2.6% |
| 30D | +4.7% | +4.8% | -0.2% | +5.0% |
| 3M | +11.9% | +53.3% | -41.4% | +15.0% |
| 6M | +14.3% | +66.8% | -52.5% | +17.7% |
| YTD | +28.4% | +50.2% | -21.8% | +32.2% |
| 1Y | +42.3% | +62.0% | -19.7% | +46.2% |
| All | +42.3% | +61.8% | -19.5% | +46.2% |
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