+63.0%
ZETA vs CDW
+16.9%
+46.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.8% | -0.4% | +2.3% |
| 7D | +6.2% | +9.3% | -3.1% | +1.9% |
| 30D | -2.0% | +15.8% | -17.8% | -8.4% |
| 3M | +21.7% | +21.8% | -0.1% | +10.6% |
| 6M | +89.1% | +58.8% | +30.4% | +46.6% |
| YTD | +59.3% | +22.8% | +36.5% | +43.3% |
| All | +63.0% | +16.9% | +46.1% | +56.8% |
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