+238.8%
WELL vs ZETA
+247.9%
-9.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -1.9% |
| 7D | -0.8% | +2.7% | -3.5% | -0.9% |
| 30D | -0.1% | +15.8% | -15.9% | -0.7% |
| 3M | +18.0% | +35.4% | -17.4% | +16.4% |
| 6M | +15.0% | +67.1% | -52.1% | +12.1% |
| YTD | +28.6% | +54.1% | -25.4% | +25.5% |
| 1Y | +42.9% | +67.8% | -24.9% | +38.3% |
| 3Y | +203.0% | +311.4% | -108.4% | +168.0% |
| 5Y | +206.9% | +324.8% | -117.9% | +171.7% |
| All | +238.8% | +247.9% | -9.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling