+90.3%
ZETA vs CDW
+13.2%
+77.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.7% | -10.1% | -3.2% |
| 7D | -5.0% | +3.7% | -8.7% | -6.8% |
| 30D | -3.3% | +26.0% | -29.4% | -13.7% |
| 3M | +31.0% | +10.1% | +20.9% | +23.5% |
| 6M | +72.2% | +26.1% | +46.1% | +44.2% |
| YTD | +56.2% | +25.9% | +30.3% | +38.5% |
| 1Y | +90.3% | +21.5% | +68.8% | +80.1% |
| All | +90.3% | +13.2% | +77.1% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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