+23.7%
WMB vs ZETA
+84.8%
-61.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.6% | -9.0% | -6.2% |
| 7D | -8.6% | -5.0% | -3.6% | -8.8% |
| 30D | -4.2% | -3.3% | -0.8% | -4.3% |
| 3M | -4.4% | +31.0% | -35.4% | -3.2% |
| 6M | -8.7% | +72.2% | -80.8% | -6.6% |
| YTD | +15.4% | +56.2% | -40.8% | +17.6% |
| 1Y | +23.7% | +90.3% | -66.6% | +23.2% |
| All | +23.7% | +84.8% | -61.0% | +23.2% |
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